Reviews written by karenn708

36 results - showing 1 - 25 1 2 Results per page:
 
Understanding The 3.8% Excise Tax (Event)
 

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Excellent!
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 5.0
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karenn708 Reviewed by karenn708
August 03, 2012

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Last updated: August 03, 2012
 
How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps (Event)
 

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karenn708 Reviewed by karenn708
July 27, 2012

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Last updated: July 27, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

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karenn708 Reviewed by karenn708
July 13, 2012

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Last updated: July 13, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

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karenn708 Reviewed by karenn708
July 13, 2012

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Last updated: July 13, 2012
 
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update (Event)
 

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Informative. Great examples provided.
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 5.0
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karenn708 Reviewed by karenn708
July 06, 2012

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Last updated: July 06, 2012
 
Taxation Of Securities Transactions (Event)
 

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 4.0
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karenn708 Reviewed by karenn708
May 11, 2012

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Last updated: May 11, 2012
 
Introduction To Tax-Efficient Investing (Part 1) (Event)
 

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Towards the end of the seminar, Andrew's voice was fading out.
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 5.0
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karenn708 Reviewed by karenn708
September 09, 2011

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Last updated: September 09, 2011
 
2011 Compliance Planning (Event)
 

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karenn708 Reviewed by karenn708
December 17, 2010

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Last updated: December 17, 2010
 
The New Form ADV Part 2 (Event)
 

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karenn708 Reviewed by karenn708
November 12, 2010

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Last updated: November 12, 2010
 
Art And Collectibles Planning (Event)
 

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Interesting topic, but not something we normally encounter.
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 5.0
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karenn708 Reviewed by karenn708
November 05, 2010

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Last updated: November 05, 2010
 
A New Approach To Estate Planning (Event)
 

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Excellent topic, great suggestions.
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 5.0
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karenn708 Reviewed by karenn708
October 29, 2010

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Last updated: October 29, 2010
 
Asset Protection Using Domestic Trusts (Event)
 

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Excellent topic and speaker. Thank you!
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 5.0
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karenn708 Reviewed by karenn708
October 22, 2010

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Last updated: October 22, 2010
 
Year-End Tax Moves For 2010 (Event)
 

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Excellent topic. Thank you!
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 5.0
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karenn708 Reviewed by karenn708
October 01, 2010

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Last updated: October 01, 2010
 
Managing Email Overload: Tips From An Email Best-Practices Consultant (Event)
 

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karenn708 Reviewed by karenn708
September 24, 2010

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Last updated: September 24, 2010
 
Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction (Event)
 

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Informative as far as what their software is able to do. It would be interesting to find out about other software programs available that provide not only the portfolio asset allocation but incorporate financial planning as well.

Any possibility in doing a webinar on the new ADV Part II requirements?
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 5.0
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karenn708 Reviewed by karenn708
September 16, 2010

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Last updated: September 16, 2010
 
Rise Up From The Financial Crisis & Reclaim Your Power! (Event)
 

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Interesting presentation.
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 5.0
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karenn708 Reviewed by karenn708
August 27, 2010

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Last updated: August 27, 2010
 
Collaborating With Estate Planning Attorneys (Event)
 

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Excellent topic and presentation!
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 5.0
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karenn708 Reviewed by karenn708
August 06, 2010

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Last updated: August 06, 2010
 
Lock In Loyalty With Continuous Client Service (Event)
 

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Great topic and ideas!
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 5.0
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karenn708 Reviewed by karenn708
July 30, 2010

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Last updated: July 30, 2010
 
Time Management For Advisors (Event)
 

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karenn708 Reviewed by karenn708
July 16, 2010

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Last updated: July 16, 2010
 
Compliant Social Media Marketing For Advisors (Event)
 

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Helpful topic.
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 5.0
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karenn708 Reviewed by karenn708
July 09, 2010

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Last updated: July 09, 2010
 
Appointing A Trust Protector To Improve Estate Plans (Event)
 

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 5.0
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karenn708 Reviewed by karenn708
June 04, 2010

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Last updated: June 04, 2010
 
Successful Marketing For Financial Advisors (Event)
 

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Helpful
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 5.0
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karenn708 Reviewed by karenn708
May 21, 2010

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Last updated: May 21, 2010
 
Deeper Client Connections Through The Power Of Story (Event)
 

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Excellent!
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 5.0
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karenn708 Reviewed by karenn708
May 14, 2010

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Last updated: May 14, 2010
 
Financial Services Reform Update (Event)
 

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karenn708 Reviewed by karenn708
May 07, 2010

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Last updated: May 07, 2010
 
Advisor Compliance Update (Event)
 

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Thank you for addressing this topic. Appreciate the information from Chris Winn.
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karenn708 Reviewed by karenn708
April 16, 2010

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Last updated: April 16, 2010
 
36 results - showing 1 - 25 1 2 Results per page:
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