Reviews written by roberts757

10 results - showing 1 - 10 Results per page:
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012 (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
September 11, 2012

Report this review
 
Last updated: September 11, 2012
 
Year End Income Tax Planning (Event)
 

0 of 0 people found the following review helpful
As always, Bob Keebler is exceptionally knowledgeable and helpful. I look forward to studying and using more of the material he's prepared on his website.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
September 07, 2012

Report this review
 
Last updated: September 07, 2012
 
Understanding The 3.8% Excise Tax (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 5.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
August 03, 2012

Report this review
 
Last updated: August 03, 2012
 
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 5.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
July 06, 2012

Report this review
 
Last updated: July 06, 2012
 
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)
 

0 of 0 people found the following review helpful
Really made me think about shifting to a more conserv. withdrawal approach for folks soon to retire.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
May 18, 2012

Report this review
 
Last updated: May 18, 2012
 
Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options (Event)
 

0 of 0 people found the following review helpful
Wealth of useful info from an exceptionally knowledgeable and experienced professional.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
April 13, 2012

Report this review
 
Last updated: April 13, 2012
 
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth (Event)
 

0 of 0 people found the following review helpful
scattered...random...lacking in cohesion
Rating:
 
 3.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
February 17, 2012

Report this review
 
Last updated: February 17, 2012
 
Income & Estate Tax Strategies For The Year (Event)
 

0 of 0 people found the following review helpful
Amazing amount of information...all useful. An hour well spent.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
February 03, 2012

Report this review
 
Last updated: February 03, 2012
 
Harold Evensky On What's New In Wealth Management (Event)
 

0 of 0 people found the following review helpful
Good range of concepts and topics...very useful and applicable
Rating:
 
 5.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
July 29, 2011

Report this review
 
Last updated: July 29, 2011
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

0 of 0 people found the following review helpful
Wealth of useful info from an exceptionally knowledgeable and experienced professional.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
roberts757 Reviewed by roberts757
July 17, 2009

Report this review
 
Last updated: July 17, 2009
 
10 results - showing 1 - 10
Powered by jReviews

Login