Reviews written by jerryc512

7 results - showing 1 - 7 Results per page:
 
A Roundup Of Leading Advisor CRM Systems (Event)
 

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 4.0
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jerryc512 Reviewed by jerryc512
February 12, 2010

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Last updated: February 12, 2010
 
Roth IRA Conversion Techniques (Event)
 

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Everytime I listen to a presentation on ROTH conversions I pick up new information
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 5.0
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jerryc512 Reviewed by jerryc512
February 05, 2010

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Last updated: February 05, 2010
 
The New Estate Planning Landscape (Event)
 

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 4.0
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jerryc512 Reviewed by jerryc512
January 29, 2010

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Last updated: January 29, 2010
 
Precious Metals: Can The Rally Continue? (Event)
 

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good...the variety of webinar topics has been exceptional
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 4.0
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jerryc512 Reviewed by jerryc512
January 15, 2010

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Last updated: January 15, 2010
 
Seizing The Roth IRA Opportunity With Clients And Prospects (Event)
 

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good clarity on issues related to IRA conversions in 2010
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 5.0
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jerryc512 Reviewed by jerryc512
December 11, 2009

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Last updated: December 11, 2009
 
One Year After The Global Financial Crisis (Event)
 

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I believe the webinars you present have been the most useful and informative of the many webinars for RIAs.
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 5.0
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jerryc512 Reviewed by jerryc512
October 09, 2009

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Last updated: October 09, 2009
 
Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity (Event)
 

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 5.0
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jerryc512 Reviewed by jerryc512
May 15, 2009

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Last updated: May 15, 2009
 
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