Reviews written by ofrfinancial

108 results - showing 26 - 50  
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Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021
Webinars
ofrfinancialofrfinancial   September 13, 2021
10
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Great presentation....as usual!

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Investor Personality Part 2 (1 Credit)
Webinars
ofrfinancialofrfinancial   August 31, 2021
10
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very insightful presentation

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Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar
Webinars
ofrfinancialofrfinancial   August 25, 2021
10
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very informative

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Investor Personality (1 Credit)
Webinars
ofrfinancialofrfinancial   August 24, 2021
10
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Very interesting

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Investor Identity (1 Credit)
Webinars
ofrfinancialofrfinancial   August 17, 2021
10
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very informative

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Counseling Strategies And Techniques (1 Credit)
Webinars
ofrfinancialofrfinancial   August 10, 2021
9.0
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interesting presentation

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The Delta Variant's Impact On Economic Fundamentals, Fritz Meyer Economic Update, August 2021
Webinars
ofrfinancialofrfinancial   August 09, 2021
10
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Excellent...as always!

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Anger, Grief, And Greed: Investor Emotions, Part 2 (1 CE Credit)
Webinars
ofrfinancialofrfinancial   August 03, 2021
10
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Very interesting presentation

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Fear and Anxiety, Class 3 of 12-Credit Financial Counseling CE Course (1 Credit)
Webinars
ofrfinancialofrfinancial   July 27, 2021
10
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effective presentation

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Trusts & Estates For Investment Advisors And Financial Planners
Webinars
ofrfinancialofrfinancial   July 21, 2021
10
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Fine presentation.

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Trust, The Foundation of Relationships (1 Credit)
Webinars
ofrfinancialofrfinancial   July 13, 2021
10
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fine presentation

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Risks Amid An Unprecedented Boom: Fritz Meyer Economic Update, July 2021
Webinars
ofrfinancialofrfinancial   July 12, 2021
10
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Great presentation

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Financial Counseling Introduction and Overview (1 Credit)
Webinars
ofrfinancialofrfinancial   June 23, 2021
9.0
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Frank did a very fine job identifying important concerns for all practicing financial planners.

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2021 Tax Planning Continuing Professional Education
Webinars
ofrfinancialofrfinancial   January 20, 2021
9.0
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excellent

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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
ofrfinancialofrfinancial   September 09, 2020
9.0
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very fine job

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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
ofrfinancialofrfinancial   September 07, 2020
10
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excellent....as always

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
ofrfinancialofrfinancial   August 05, 2020
10
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excellent presentation

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2020 Behavioral Finance Webinar Series For Financial Advisors
Webinars
ofrfinancialofrfinancial   August 03, 2020
3.0
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only ok.....too much text....too little time to absorb it.....presenter distracting to listen to

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Diversification: How Much Is Enough?
Webinars
ofrfinancialofrfinancial   June 24, 2020
9.0
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very good

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
ofrfinancialofrfinancial   June 08, 2020
10
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excellent

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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
Webinars
ofrfinancialofrfinancial   May 27, 2020
9.0
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Good job.

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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
ofrfinancialofrfinancial   May 11, 2020
10
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Excellent

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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
ofrfinancialofrfinancial   April 29, 2020
8.0
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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
ofrfinancialofrfinancial   April 13, 2020
9.0
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very good

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
ofrfinancialofrfinancial   April 01, 2020
8.0
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108 results - showing 26 - 50  
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