Reviews written by joelt703

65 results - showing 1 - 25  
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Fritz Meyer Economic Update, February 2018
Webinars
joelt703joelt703   February 06, 2018
(Updated: February 06, 2018)
5.0
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Excellent, as usual!

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Fritz Meyer Economic Update, November 2017
Webinars
joelt703joelt703   November 13, 2017
(Updated: November 13, 2017)
5.0
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Excellent!

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Fritz Meyer Economic Update, September 2017
Webinars
joelt703joelt703   September 11, 2017
(Updated: September 11, 2017)
5.0
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Excellent!

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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
joelt703joelt703   July 26, 2017
(Updated: July 26, 2017)
5.0
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excellent

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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
joelt703joelt703   July 10, 2017
(Updated: July 10, 2017)
5.0
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Terrific!

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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Webinars
joelt703joelt703   June 21, 2017
(Updated: June 21, 2017)
5.0
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Great!

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Fritz Meyer Economic Update, May 2017
Webinars
joelt703joelt703   May 08, 2017
(Updated: May 08, 2017)
5.0
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Great, as usual!

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Fritz Meyer Economic Update, March 2017
Webinars
joelt703joelt703   March 13, 2017
(Updated: March 13, 2017)
5.0
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Super, as usual!

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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
joelt703joelt703   February 23, 2017
(Updated: February 23, 2017)
5.0
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Excellent!

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Fritz Meyer Economic Update, February 2017
Webinars
joelt703joelt703   February 13, 2017
(Updated: February 13, 2017)
5.0
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Great, as usual!

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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
Webinars
joelt703joelt703   January 26, 2017
(Updated: January 26, 2017)
5.0
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Excellent

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
joelt703joelt703   January 09, 2017
(Updated: January 09, 2017)
5.0
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Fritz is terrific, as always!

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Fritz Meyer Economic Update, December 2016
Webinars
joelt703joelt703   December 12, 2016
(Updated: December 12, 2016)
5.0
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Another outstanding presentation!

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Designing Portfolios For Accumulation And Distribution Lifecycles
Webinars
joelt703joelt703   October 26, 2016
(Updated: October 26, 2016)
4.0
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Very good!

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Improving After-Tax Returns
Webinars
joelt703joelt703   October 23, 2016
(Updated: October 23, 2016)
4.0
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very good!

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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits
Webinars
joelt703joelt703   October 13, 2016
(Updated: October 13, 2016)
5.0
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Super job, as usual!

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Inflation And Investing Since 1970
Webinars
joelt703joelt703   September 28, 2016
(Updated: September 28, 2016)
5.0
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Great clarity

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2016 Year-End Tax Planning For Investment Advisors
Webinars
joelt703joelt703   August 25, 2016
(Updated: August 25, 2016)
4.0
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very good.

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Fritz Meyer Economic Update, August 2016
Webinars
joelt703joelt703   August 08, 2016
(Updated: August 08, 2016)
5.0
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Super! Fritz is a great explainer.

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Fritz Meyer Economic And Investment Update, February 2016
Webinars
joelt703joelt703   February 08, 2016
(Updated: February 08, 2016)
5.0
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superb!

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The Math Of Retirement
Webinars
joelt703joelt703   December 03, 2015
(Updated: December 03, 2015)
5.0
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Excellent!

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Fritz Meyer Economic And Investment Update, March 2015
Webinars
joelt703joelt703   March 09, 2015
(Updated: March 09, 2015)
5.0
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Super! as usual

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2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
joelt703joelt703   February 26, 2015
(Updated: February 26, 2015)
4.0
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Excellent

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
Webinars
joelt703joelt703   January 22, 2015
(Updated: January 22, 2015)
5.0
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very useful

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65 results - showing 1 - 25  
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