Reviews written by patton

Urgent Planning Considerations In Light Of A Biden Administration

Webinars

patton November 16, 2020

10
Average Attendee Rating
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Excellent

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2020 Post-Election Tax Planning CE For Professionals

Webinars

patton November 11, 2020

10
Average Attendee Rating
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Excellent except for the technology

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The Next 25 Years For Investment Markets

Webinars

patton October 21, 2020

10
Average Attendee Rating
Poor	Average	Excellent

Excellent

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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice

Webinars

patton September 14, 2020

10
Average Attendee Rating
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Very good

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Year-End Tax Planning 2020 CPE With Robert Keebler

Webinars

patton September 09, 2020

10
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Excellent

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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE

Webinars

patton September 07, 2020

10
Average Attendee Rating
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Very good

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Covid Crisis Estate Planning With Gideon Rothschild

Webinars

patton July 29, 2020

10
Average Attendee Rating
Poor	Average	Excellent

Excellent

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2020 Compliance For RIAs

Webinars

patton July 27, 2020

10
Average Attendee Rating
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Good

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Quarterly Economic Review For Private Wealth Advisors, July 2020

Webinars

patton July 13, 2020

10
Average Attendee Rating
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Excellent

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The New Math Driving 2020 Roth Conversions

Webinars

patton July 08, 2020

10
Average Attendee Rating
Poor	Average	Excellent

Excellent

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Diversification: How Much Is Enough?

Webinars

patton June 24, 2020

10
Average Attendee Rating
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Excellent

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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios

Webinars

patton May 27, 2020

10
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Poor	Average	Excellent

Very good

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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs

Webinars

patton May 20, 2020

10
Average Attendee Rating
Poor	Average	Excellent

Excellent - I think the closed captioning is great. I work with a hearing impaired individual that has difficulty with these types of meetings. This would be very...

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Low Inflation, Rates Near Zero: Fritz Meyer Updates

Webinars

patton May 11, 2020

10
Average Attendee Rating
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Very good

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)

Webinars

patton April 13, 2020

10
Average Attendee Rating
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Very good

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Tax Planning After The Covid-19 Crash And Recovery Bill

Webinars

patton April 01, 2020

10
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Excellent

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Opportunities Post-Correction, And Amid Low Interest Rates

Webinars

patton March 11, 2020

10
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Excellent

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Craig Israelsen's February Webinar

Webinars

patton February 19, 2020

10
Average Attendee Rating
Poor	Average	Excellent

Excellent

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Giving Retirement Clients Facts And Reasons For Hope

Webinars

patton February 19, 2020

10
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Poor	Average	Excellent

Very good

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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic

Webinars

patton February 12, 2020

10
Average Attendee Rating
Poor	Average	Excellent

Excellent

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Fritz Meyer Economic Update, February 2020

Webinars

patton February 10, 2020

10
Average Attendee Rating
Poor	Average	Excellent

Very good

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50-Year MPT Statistics Of A Diversified Portfolio Analyzed

Webinars

patton January 29, 2020

10
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Poor	Average	Excellent

Very good

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Charitable Remainder Trusts Under The SECURE Act

Webinars

patton January 28, 2020

10
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Excellent

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Tax And Estate Planning For IRAs After The SECURE Act

Webinars

patton January 08, 2020

10
Average Attendee Rating
Poor	Average	Excellent

Excellent

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Illustrating The Key Determinants Of Investment Success

Webinars

patton October 30, 2019

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent - It would be helpful if the questions were given after the slides with the material and not before.

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