Reviews written by karenn708

Webinars

karenn708 August 02, 2012
(Updated: August 02, 2012)

5.0
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Excellent!

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How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps

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karenn708 July 26, 2012
(Updated: July 26, 2012)

5.0
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How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

Webinars

karenn708 July 12, 2012
(Updated: July 12, 2012)

5.0
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How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

Webinars

karenn708 July 12, 2012
(Updated: July 12, 2012)

5.0
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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

Webinars

karenn708 July 05, 2012
(Updated: July 05, 2012)

5.0
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Informative. Great examples provided.

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Taxation Of Securities Transactions

Webinars

karenn708 May 10, 2012
(Updated: May 10, 2012)

4.0
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Introduction To Tax-Efficient Investing (Part 1)

Webinars

karenn708 September 08, 2011
(Updated: September 08, 2011)

5.0
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Towards the end of the seminar, Andrew's voice was fading out.

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2011 Compliance Planning

Webinars

karenn708 December 16, 2010
(Updated: December 16, 2010)

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The New Form ADV Part 2

Webinars

karenn708 November 11, 2010
(Updated: November 11, 2010)

5.0
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Art And Collectibles Planning

Webinars

karenn708 November 04, 2010
(Updated: November 04, 2010)

5.0
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Interesting topic, but not something we normally encounter.

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A New Approach To Estate Planning

Webinars

karenn708 October 28, 2010
(Updated: October 28, 2010)

5.0
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Excellent topic, great suggestions.

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Asset Protection Using Domestic Trusts

Webinars

karenn708 October 21, 2010
(Updated: October 21, 2010)

5.0
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Excellent topic and speaker. Thank you!

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Year-End Tax Moves For 2010

Webinars

karenn708 September 30, 2010
(Updated: September 30, 2010)

5.0
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Excellent topic. Thank you!

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Managing Email Overload: Tips From An Email Best-Practices Consultant

Webinars

karenn708 September 23, 2010
(Updated: September 23, 2010)

5.0
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Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction

Webinars

karenn708 September 15, 2010
(Updated: September 15, 2010)

5.0
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Informative as far as what their software is able to do. It would be interesting to find out about other software programs available that provide not only the portfolio asset...

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Rise Up From The Financial Crisis & Reclaim Your Power!

Webinars

karenn708 August 26, 2010
(Updated: August 26, 2010)

5.0
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Interesting presentation.

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Collaborating With Estate Planning Attorneys

Webinars

karenn708 August 05, 2010
(Updated: August 05, 2010)

5.0
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Excellent topic and presentation!

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Lock In Loyalty With Continuous Client Service

Webinars

karenn708 July 29, 2010
(Updated: July 29, 2010)

5.0
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Great topic and ideas!

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Time Management For Advisors

Webinars

karenn708 July 15, 2010
(Updated: July 15, 2010)

5.0
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Compliant Social Media Marketing For Advisors

Webinars

karenn708 July 08, 2010
(Updated: July 08, 2010)

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Helpful topic.

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Appointing A Trust Protector To Improve Estate Plans

Webinars

karenn708 June 03, 2010
(Updated: June 03, 2010)

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Successful Marketing For Financial Advisors

Webinars

karenn708 May 20, 2010
(Updated: May 20, 2010)

5.0
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Helpful

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Deeper Client Connections Through The Power Of Story

Webinars

karenn708 May 13, 2010
(Updated: May 13, 2010)

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Excellent!

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Financial Services Reform Update

Webinars

karenn708 May 06, 2010
(Updated: May 06, 2010)

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Advisor Compliance Update

Webinars

karenn708 April 15, 2010
(Updated: April 15, 2010)

5.0
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Thank you for addressing this topic. Appreciate the information from Chris Winn.

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