Reviews written by jasonh201

19 results - showing 1 - 19 Results per page:
 
Fritz Meyer Economic & Investment Update, June 2013 (Event)
 

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Great.
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
June 11, 2013

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Last updated: June 11, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013 (Event)
 

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 5.0
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jasonh201 Reviewed by jasonh201
May 14, 2013

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

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Great.
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
March 12, 2013

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Last updated: March 12, 2013
 
A New Approach To Safe Retirement Withdrawal Rates (Event)
 

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Interesting.
Rating:
 
 4.0
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jasonh201 Reviewed by jasonh201
February 15, 2013

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Last updated: February 15, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013 (Event)
 

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Great.
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
February 12, 2013

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Last updated: February 12, 2013
 
Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad (Event)
 

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Very good
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
December 14, 2012

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Last updated: December 14, 2012
 
Trust Topics And Trends For Financial Advisors (Event)
 

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Excellent! Gideon Rothschild explains complex topics in a manner that is easy to understand. Kudos to having him as one of your regular presenters; he is terrific!
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
October 12, 2012

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Last updated: October 12, 2012
 
Where Has The Financial Advice Profession Gone Wrong? (Event)
 

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Informative.
Rating:
 
 4.0
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jasonh201 Reviewed by jasonh201
June 29, 2012

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Last updated: June 29, 2012
 
Tax Strategies For Business Owners (Event)
 

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Excellent but wish there was more time to review certain slides in further detail.
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
June 22, 2012

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Last updated: June 22, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011 (Event)
 

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Excellent information!
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
December 13, 2011

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Last updated: December 13, 2011
 
The Death Of Buy & Hold Has Been Greatly Exaggerated (Event)
 

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Excellent!
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
January 07, 2011

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Last updated: January 07, 2011
 
The New Form ADV Part 2 (Event)
 

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Excellent! Wish it was longer.
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
November 12, 2010

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Last updated: November 12, 2010
 
Asset Protection Using Domestic Trusts (Event)
 

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Excellent. Wish I could hear Gideon speak for 2 or 3 hours on these topics.
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
October 22, 2010

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Last updated: October 22, 2010
 
What Is Your Firm Really Worth? Here's The Ugly Truth (Event)
 

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Excellent informationl; wish it was presented a little slower, however.
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
July 23, 2010

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Last updated: July 23, 2010
 
Conducting 401k Vendor Searches For Small Plan Sponsors (Event)
 

0 of 0 people found the following review helpful
Very good overall. Wish there was more time to address specific questions and cover additional information.
Rating:
 
 4.0
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jasonh201 Reviewed by jasonh201
June 25, 2010

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Last updated: June 25, 2010
 
Roth IRA: Beyond The Basics (Event)
 

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Useful but a little too quick.
Rating:
 
 4.0
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jasonh201 Reviewed by jasonh201
June 11, 2010

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Last updated: June 11, 2010
 
Financial Services Reform Update (Event)
 

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Very insightful.
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
May 07, 2010

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Last updated: May 07, 2010
 
New Opportunities For Advisors In 401ks (Event)
 

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Excellent webinar.
Rating:
 
 5.0
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jasonh201 Reviewed by jasonh201
February 26, 2010

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Last updated: February 26, 2010
 
The 401k Upheaval And How It Affects Advisors (Event)
 

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Good job overall.
Rating:
 
 4.0
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jasonh201 Reviewed by jasonh201
January 08, 2010

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Last updated: January 08, 2010
 
19 results - showing 1 - 19
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