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Reviews written by gparker3

27 results - showing 1 - 25  
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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning
Webinars
gparker3gparker3   November 07, 2013
(Updated: November 07, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

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Morningstar Office
Portfolio Management
gparker3gparker3   May 31, 2013
Overall rating 
 
 
5.0
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

MorningstarOffice

great

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Year End Income Tax Planning
Webinars
gparker3gparker3   September 06, 2012
(Updated: September 06, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning
Webinars
gparker3gparker3   June 14, 2012
(Updated: June 14, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012
Webinars
gparker3gparker3   March 12, 2012
(Updated: March 12, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
gparker3gparker3   March 08, 2012
(Updated: March 08, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth
Webinars
gparker3gparker3   February 16, 2012
(Updated: February 16, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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Income & Estate Tax Strategies For The Year
Webinars
gparker3gparker3   February 02, 2012
(Updated: February 02, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011
Webinars
gparker3gparker3   December 12, 2011
(Updated: December 12, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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Best Practices In Document Management
Webinars
gparker3gparker3   December 08, 2011
(Updated: December 08, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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Year-End Tax Planning For Financial Advisors
Webinars
gparker3gparker3   October 27, 2011
(Updated: October 27, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

great

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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach
Webinars
gparker3gparker3   June 16, 2011
(Updated: June 16, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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Oil, Gold, And Portfolio Design
Webinars
gparker3gparker3   May 19, 2011
(Updated: May 19, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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Crucial Concepts In Prudent Asset Allocation
Webinars
gparker3gparker3   May 12, 2011
(Updated: May 12, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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Roth IRA: Beyond The Basics
Webinars
gparker3gparker3   June 10, 2010
(Updated: June 10, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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PortfolioCenter
Portfolio Management
gparker3gparker3   May 28, 2010
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Switching

Switching

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Precious Metals: Can The Rally Continue?
Webinars
gparker3gparker3   January 14, 2010
(Updated: January 14, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Andrew, as a 25 year spouse of an Englishman and one who lives part time in England, I've begun to offer to whomever comments about the "cute" English accent, that...

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The 401k Upheaval And How It Affects Advisors
Webinars
gparker3gparker3   January 07, 2010
(Updated: January 07, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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Sizing Up Performance Reporting Outsourcing Solutions
Webinars
gparker3gparker3   December 17, 2009
(Updated: December 17, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

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Seizing The Roth IRA Opportunity With Clients And Prospects
Webinars
gparker3gparker3   December 10, 2009
(Updated: December 10, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

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Secure Hardware For Advisors
Webinars
gparker3gparker3   December 03, 2009
(Updated: December 03, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Great info, rapidly communicated. Good speakers. Nice to have several speakers to fill the time! These webinars are constantly improving. Many thanks.

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Privacy Law, Data Security And Financial Advisors
Webinars
gparker3gparker3   November 19, 2009
(Updated: November 19, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

This was a clear, articulate guy. Good delivery, good information, and willingness to disclose when not certain.

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Life Planning And The Financial Crisis
Webinars
gparker3gparker3   May 21, 2009
(Updated: May 21, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
Webinars
gparker3gparker3   May 14, 2009
(Updated: May 14, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

I think it should be 1 hour; if it runs over, it becomes too long and cuts into other commitments. Speakers should concentrate on giving good information; if they...

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After The Fall: Asset Allocation And Rebalancing
Webinars
gparker3gparker3   April 09, 2009
(Updated: April 09, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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27 results - showing 1 - 25  
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