Reviews written by hollandd307

18 results - showing 1 - 18 Results per page:
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013 (Event)
 

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 5.0
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hollandd307 Reviewed by hollandd307
April 09, 2013

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Last updated: April 09, 2013
 
Keebler’s Analysis Of 2013 Tax Planning Opportunities (Event)
 

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Very good.
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 5.0
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hollandd307 Reviewed by hollandd307
March 01, 2013

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Last updated: March 01, 2013
 
A New Approach To Safe Retirement Withdrawal Rates (Event)
 

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 4.0
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hollandd307 Reviewed by hollandd307
February 15, 2013

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Last updated: February 15, 2013
 
Keebler On 2013 Tax Law Changes (Event)
 

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Very timely
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 5.0
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hollandd307 Reviewed by hollandd307
January 14, 2013

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Last updated: January 14, 2013
 
Fritz Meyer's Economic Update And Investment Outlook For January 2013 (Event)
 

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 5.0
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hollandd307 Reviewed by hollandd307
January 08, 2013

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Last updated: January 08, 2013
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012 (Event)
 

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 5.0
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hollandd307 Reviewed by hollandd307
December 11, 2012

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Last updated: December 11, 2012
 
Portfolio Design, Asset-Class Performance And Correlations And Rebalancing (Event)
 

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Great and timely
Rating:
 
 5.0
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hollandd307 Reviewed by hollandd307
November 09, 2012

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Last updated: November 09, 2012
 
Trust Topics And Trends For Financial Advisors (Event)
 

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Very informative and helpful
Rating:
 
 5.0
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hollandd307 Reviewed by hollandd307
October 12, 2012

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Last updated: October 12, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012 (Event)
 

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He is always very good
Rating:
 
 5.0
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hollandd307 Reviewed by hollandd307
October 09, 2012

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

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Very good presentation and quite reassuring.
Rating:
 
 5.0
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hollandd307 Reviewed by hollandd307
August 14, 2012

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Last updated: August 14, 2012
 
Understanding The 3.8% Excise Tax (Event)
 

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Very good. Thansk for the timely subject
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 5.0
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hollandd307 Reviewed by hollandd307
August 03, 2012

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

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Very timely and revealling.
Rating:
 
 5.0
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hollandd307 Reviewed by hollandd307
July 06, 2012

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Last updated: July 06, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012 (Event)
 

0 of 0 people found the following review helpful
As always, very helpful
Rating:
 
 5.0
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hollandd307 Reviewed by hollandd307
May 08, 2012

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Last updated: May 08, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012 (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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hollandd307 Reviewed by hollandd307
April 10, 2012

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Last updated: April 10, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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This was great and very useful. Lots of clients wondering if they will run out of money.
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 5.0
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hollandd307 Reviewed by hollandd307
February 10, 2012

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Last updated: February 10, 2012
 
Income & Estate Tax Strategies For The Year (Event)
 

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Very good. Answered some questions and comcerns
Rating:
 
 5.0
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hollandd307 Reviewed by hollandd307
February 03, 2012

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Last updated: February 03, 2012
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

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 5.0
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hollandd307 Reviewed by hollandd307
July 17, 2009

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Last updated: July 17, 2009
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

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As always, very helpful
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 5.0
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hollandd307 Reviewed by hollandd307
July 17, 2009

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Last updated: July 17, 2009
 
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