Reviews written by audreyj407

10 results - showing 1 - 10  
 
 
Understanding The 3.8% Excise Tax
Webinars
audreyj407audreyj407   August 02, 2012
(Updated: August 02, 2012)
5.0
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I need to watch it in your archive about 3 more times to understand it.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Webinars
audreyj407audreyj407   July 09, 2012
(Updated: July 09, 2012)
5.0
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very in depth

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011
Webinars
audreyj407audreyj407   December 12, 2011
(Updated: December 12, 2011)
4.0
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Good Content Still Too Long..

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Increasing Credibility With Clients
Webinars
audreyj407audreyj407   December 01, 2011
(Updated: December 01, 2011)
5.0
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I always enjoy Doug Carter. I will always listen in on his seminars. He really knows client's perspective.

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September 2011 Economy Update From Fritz Meyer
Webinars
audreyj407audreyj407   September 12, 2011
(Updated: September 12, 2011)
4.0
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I enjoy the updates. Please continue.

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Asset Protection Using Domestic Trusts
Webinars
audreyj407audreyj407   October 21, 2010
(Updated: October 21, 2010)
5.0
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Enjoyed topic and knowledge of different states. I want to listen again later.

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Year-End Tax Moves For 2010
Webinars
audreyj407audreyj407   September 30, 2010
(Updated: September 30, 2010)
4.0
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Nice and a needed to know

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Setting Up A New Advisory Firm
Webinars
audreyj407audreyj407   June 16, 2010
(Updated: June 16, 2010)
3.0
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I would have liked more detail on compliance and CRM. I am not involved in a lot of trading.

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Advisor Compliance Update
Webinars
audreyj407audreyj407   April 15, 2010
(Updated: April 15, 2010)
5.0
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Greatly Appreciated

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A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement
Webinars
audreyj407audreyj407   December 30, 1969
(Updated: December 30, 1969)
4.0
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History was good but practically and relating to our day to day world was weaker

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10 results - showing 1 - 10