Reviews written by juergc562

15 results - showing 1 - 15 Results per page:
 
New, Improved Methods For Optimizing Retirement Income (Event)
 

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innovative product - important topic
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 5.0
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juergc562 Reviewed by juergc562
March 29, 2013

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Last updated: March 29, 2013
 
A New Approach To Safe Retirement Withdrawal Rates (Event)
 

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interesting approach to retirement planning
Rating:
 
 5.0
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juergc562 Reviewed by juergc562
February 15, 2013

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Last updated: February 15, 2013
 
Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad (Event)
 

0 of 0 people found the following review helpful
Interesting and new topic - this helped a lot to understand combo product. Not surprised by John's conclusion - most of the time packaged products are more expensive than the indiviudal parts as pricing transparency is very complex..
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 5.0
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juergc562 Reviewed by juergc562
December 14, 2012

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Last updated: December 14, 2012
 
Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques (Event)
 

0 of 0 people found the following review helpful
great topic - Robert just went a bit too fast....hard to digest all the info
Rating:
 
 4.0
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juergc562 Reviewed by juergc562
November 19, 2012

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Last updated: November 19, 2012
 
Enter Into Social Media Marketing With Confidence (Event)
 

0 of 0 people found the following review helpful
I am not really involved in Social Media advertising, therfore good summary how to approach this topic
Rating:
 
 4.0
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juergc562 Reviewed by juergc562
September 21, 2012

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Last updated: September 21, 2012
 
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)
 

0 of 0 people found the following review helpful
great research - very provocative but right on the point - I coulnd' agree more with Wade Pfau's conclusions
Rating:
 
 5.0
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juergc562 Reviewed by juergc562
May 18, 2012

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Last updated: May 18, 2012
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals (Event)
 

0 of 0 people found the following review helpful
great content - almost too much material covered which does not allow to go into more detailed analysis
Rating:
 
 4.0
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juergc562 Reviewed by juergc562
March 09, 2012

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Last updated: March 09, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012 (Event)
 

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as always - great slides
Rating:
 
 5.0
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juergc562 Reviewed by juergc562
February 14, 2012

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Last updated: February 14, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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Rating:
 
 4.0
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juergc562 Reviewed by juergc562
February 10, 2012

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Last updated: February 10, 2012
 
2012 Compliance Priorities For RIAs (Event)
 

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Rating:
 
 4.0
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juergc562 Reviewed by juergc562
January 06, 2012

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Last updated: January 06, 2012
 
Fritz Meyer's Economic Update And Investment Outlook For October 2011 (Event)
 

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Rating:
 
 5.0
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juergc562 Reviewed by juergc562
October 11, 2011

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Last updated: October 11, 2011
 
September 2011 Economy Update From Fritz Meyer (Event)
 

0 of 0 people found the following review helpful
Great job Fritz! Easy to follow, I also like his presentation style: he offers his own conclusions but leaves room for own interpretation.
Rating:
 
 5.0
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juergc562 Reviewed by juergc562
September 13, 2011

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Last updated: September 13, 2011
 
Introduction To Tax-Efficient Investing (Part 1) (Event)
 

0 of 0 people found the following review helpful
interesting topic
Rating:
 
 4.0
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juergc562 Reviewed by juergc562
September 09, 2011

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Last updated: September 09, 2011
 
How Financial Advisors Can Create Video Demos Marketing Their Services (Event)
 

0 of 0 people found the following review helpful
interesting new topic for me - thanks for organizing
Rating:
 
 5.0
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juergc562 Reviewed by juergc562
June 03, 2011

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Last updated: June 03, 2011
 
15 results - showing 1 - 15
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