Reviews written by NickStebner

11 results - showing 1 - 11

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Year End Income Tax Planning (Event)

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Rating:

3.0

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Reviewed by NickStebner
September 07, 2012

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Last updated: September 07, 2012

Asset Protection Using Domestic Trusts (Event)

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Rating:

4.0

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Reviewed by NickStebner
October 22, 2010

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Last updated: October 22, 2010

Financial Services Reform Update (Event)

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Rating:

3.0

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Reviewed by NickStebner
May 07, 2010

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Last updated: May 07, 2010

Eight-Strategic Steps To Grow Your Advisory Firm (Event)

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Rating:

4.0

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Reviewed by NickStebner
March 26, 2010

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Last updated: March 26, 2010

Tactical Asset Allocation In Today's Market (Event)

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Very good, relevant session. Credible presenters for the topic.

Rating:

5.0

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Reviewed by NickStebner
March 05, 2010

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Last updated: March 05, 2010

Roth IRA Conversion Techniques (Event)

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Rating:

4.0

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Reviewed by NickStebner
February 05, 2010

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Last updated: February 05, 2010

Using Client Feedback To Drive Referrals (Event)

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Excellent presentation on a great topic. Detailed in the areas that are key to know our clients better, and provides a good framework, I think, for surveying our clients' satisfaction.

Rating:

5.0

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Reviewed by NickStebner
October 23, 2009

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Last updated: October 23, 2009

Life Planning And The Financial Crisis (Event)

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Rating:

5.0

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Reviewed by NickStebner
May 22, 2009

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Last updated: May 22, 2009

Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity (Event)

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Excellent presentation on portfolio tax efficiency. Please keep it up.

Rating:

5.0

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Reviewed by NickStebner
May 15, 2009

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Last updated: May 15, 2009

After The Fall: Asset Allocation And Rebalancing (Event)

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5.0

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Reviewed by NickStebner
April 10, 2009

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Last updated: April 10, 2009

Compliance Issues Posed By LinkedIn, Blogs, And Social Networking (Event)

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5.0

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Reviews written by NickStebner

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