Reviews written by chrisl602

24 results - showing 1 - 24 Results per page:
 
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update (Event)
 

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Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
July 06, 2012

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Last updated: July 06, 2012
 
Where Has The Financial Advice Profession Gone Wrong? (Event)
 

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This was a very good webinar presentation by Ric. However, discernment is necessary because his answers to questions, in my opinion, reveal him to be the arrogant person he warns about in the Self-Aware section.
Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
June 29, 2012

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Last updated: June 29, 2012
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

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Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
June 08, 2012

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Last updated: June 08, 2012
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

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Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
June 08, 2012

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Last updated: June 08, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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Very interesting presentation. Puts some meat on the bones of "will I have enough?"
Rating:
 
 4.0
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chrisl602 Reviewed by chrisl602
February 10, 2012

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Last updated: February 10, 2012
 
Life Settlements: Understanding The Process, Avoiding The Pitfalls (Event)
 

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It was good but so technical that it probably won't be very useful. It did help with basic understanding of the issues and process.
Rating:
 
 4.0
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chrisl602 Reviewed by chrisl602
January 20, 2012

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Last updated: January 20, 2012
 
Monitoring And Managing Retirement Income Portfolios Professionally (Event)
 

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Rating:
 
 3.0
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chrisl602 Reviewed by chrisl602
November 18, 2011

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Last updated: November 18, 2011
 
Adding Clients And Streamlining Processes In 2012 (Event)
 

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Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
November 11, 2011

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Last updated: November 11, 2011
 
Year-End Tax Planning For Financial Advisors (Event)
 

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Really good and usable information.
Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
October 28, 2011

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Last updated: October 28, 2011
 
Introduction To Tax-Efficient Investing (Part 1) (Event)
 

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I thought it was great! I'm a CPA in addition to CFP and I relate to the approach and ideas that Bob Keebler present.
Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
September 09, 2011

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Last updated: September 09, 2011
 
July 2011 Economy Update With Fritz Meyer (Event)
 

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Excellent information! Optimism backed by reality!
Rating:
 
 4.0
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chrisl602 Reviewed by chrisl602
July 12, 2011

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Last updated: July 12, 2011
 
Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach (Event)
 

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Very good. Sound quality wasn't great though.
Rating:
 
 4.0
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chrisl602 Reviewed by chrisl602
June 17, 2011

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Last updated: June 17, 2011
 
Crucial Concepts In Prudent Asset Allocation (Event)
 

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Ron's well modulated voice was at times hard to stay awake to.
Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
May 13, 2011

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Last updated: May 13, 2011
 
Silver Financial Planner
Financial Planning
 

Silver Financial is not Precious

0 of 0 people found the following review helpful
I don't find this program to be particularly helpful in my client meetings.
Overall rating: 
 
 2.7
Company :
 
 3.0
Interface :
 
 2.0
Integration :
 
 2.0
Pricing :
 
 4.0
Monte Carlo Simulation :
 
 4.0
Taxes :
 
 3.0
Asset Allocation :
 
 3.0
LTC-College Planning :
 
 2.0
Estate Planning:
 
 1.0
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chrisl602 Reviewed by chrisl602
March 28, 2011

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Investigo
Portfolio Management
 

Not worth it.

0 of 0 people found the following review helpful
Price isn't everything.
Overall rating: 
 
 2.0
Company:
 
 2.0
Technology Support:
 
 2.0
Reconcilliation:
 
 3.0
Financial Institution Interfaces:
 
 3.0
Reports:
 
 1.0
Fixed Income:
 
 1.0
Tax Lot Accounting:
 
 1.0
Trading:
 
 1.0
Integrations:
 
 1.0
Security:
 
 3.0
Hosting:
 
 2.0
Pricing:
 
 4.0
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chrisl602 Reviewed by chrisl602
March 14, 2011

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Roth IRA: Beyond The Basics (Event)
 

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This is another great one! Nothing better than a Keebler webinar and A4A is best at bringing the best!
Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
June 11, 2010

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Last updated: June 11, 2010
 
Document Management For New RIAs (Event)
 

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Rating:
 
 4.0
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chrisl602 Reviewed by chrisl602
April 15, 2010

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Last updated: April 15, 2010
 
Managing Portfolio Risk With Stock Collars (Event)
 

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Very interesting. I liked it and think it might be useful for some of my clients.
Rating:
 
 4.0
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chrisl602 Reviewed by chrisl602
April 09, 2010

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Last updated: April 09, 2010
 
New Opportunities For Advisors In 401ks (Event)
 

0 of 0 people found the following review helpful
I really like your webinars. If I could change anything, it would be to keep them to an hour. I don't know how you do this because I don't think there is a lot of wasted time, but I personally struggle with the dual desires of wanting to continue learning and also moving on to the next, scheduled thing. This is fairly minor but I would prefer they be a little shorter.
Rating:
 
 4.0
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chrisl602 Reviewed by chrisl602
February 26, 2010

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Last updated: February 26, 2010
 
ETFs: The Good, Bad and Misunderstood (Event)
 

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I thought it was great.
Rating:
 
 4.0
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chrisl602 Reviewed by chrisl602
February 19, 2010

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Last updated: February 19, 2010
 
The New Estate Planning Landscape (Event)
 

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This was another fabulous webinar. Thank you.
Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
January 29, 2010

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Last updated: January 29, 2010
 
The 401k Upheaval And How It Affects Advisors (Event)
 

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Always wonderful!
Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
January 08, 2010

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Last updated: January 08, 2010
 
Seizing The Roth IRA Opportunity With Clients And Prospects (Event)
 

0 of 0 people found the following review helpful
This was a great one! The technology was good (though I have trouble getting enough volume to my ears). I'm a FA and CPA and the topic is near and dear to me. I've been unsatisfied with most other webinar presentations on this topic because they haven't really gone deep into the variables. This one did and I enjoyed it.
Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
December 11, 2009

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Last updated: December 11, 2009
 
Secure Hardware For Advisors (Event)
 

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this was a very useful and informative webinar. Safety of client information is a top concern and this gave me some good info for followup
Rating:
 
 5.0
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chrisl602 Reviewed by chrisl602
December 04, 2009

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Last updated: December 04, 2009
 
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