Reviews written by jimw925

152 results - showing 126 - 150  
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Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques
Webinars
jimw925jimw925   November 18, 2012
(Updated: November 18, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012
Webinars
jimw925jimw925   October 08, 2012
(Updated: October 08, 2012)
5.0
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3Q Tax Developments & Securities Transactions
Webinars
jimw925jimw925   October 04, 2012
(Updated: October 04, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012
Webinars
jimw925jimw925   September 10, 2012
(Updated: September 10, 2012)
5.0
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Year End Income Tax Planning
Webinars
jimw925jimw925   September 06, 2012
(Updated: September 06, 2012)
5.0
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Bob has a big brain!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012
Webinars
jimw925jimw925   August 13, 2012
(Updated: August 13, 2012)
5.0
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Fritz Rocks!

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Understanding The 3.8% Excise Tax
Webinars
jimw925jimw925   August 02, 2012
(Updated: August 02, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Webinars
jimw925jimw925   July 09, 2012
(Updated: July 09, 2012)
5.0
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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012
Webinars
jimw925jimw925   June 07, 2012
(Updated: June 07, 2012)
5.0
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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012
Webinars
jimw925jimw925   June 07, 2012
(Updated: June 07, 2012)
5.0
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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
Webinars
jimw925jimw925   May 17, 2012
(Updated: May 17, 2012)
5.0
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Great

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Taxation Of Securities Transactions
Webinars
jimw925jimw925   May 10, 2012
(Updated: May 10, 2012)
5.0
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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
Webinars
jimw925jimw925   April 12, 2012
(Updated: April 12, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012
Webinars
jimw925jimw925   April 09, 2012
(Updated: April 09, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012
Webinars
jimw925jimw925   March 12, 2012
(Updated: March 12, 2012)
5.0
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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
jimw925jimw925   March 08, 2012
(Updated: March 08, 2012)
5.0
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Keebler is a bright guy

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Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012
Webinars
jimw925jimw925   February 13, 2012
(Updated: February 13, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012
Webinars
jimw925jimw925   January 09, 2012
(Updated: January 09, 2012)
5.0
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Fritz Rocks!

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Year-End Tax Planning For Financial Advisors
Webinars
jimw925jimw925   October 27, 2011
(Updated: October 27, 2011)
3.0
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Keebler knows his stuff

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Fritz Meyer's Economic Update And Investment Outlook For October 2011
Webinars
jimw925jimw925   October 10, 2011
(Updated: October 10, 2011)
5.0
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September 2011 Economy Update From Fritz Meyer
Webinars
jimw925jimw925   September 12, 2011
(Updated: September 12, 2011)
5.0
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Fritz Rocks

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August 2011 Economy Update From Fritz Meyer
Webinars
jimw925jimw925   August 08, 2011
(Updated: August 08, 2011)
5.0
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Very Good, Useful

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July 2011 Economy Update With Fritz Meyer
Webinars
jimw925jimw925   July 11, 2011
(Updated: July 11, 2011)
5.0
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Always great

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MoneyGuidePro
Financial Planning
jimw925jimw925   January 12, 2011
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Good solid solution for my needs

I do not do a lot of formal plans but this gives me a great tool to integrate a great risk tolerance tool with client's investments.

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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
jimw925jimw925   July 16, 2009
(Updated: July 16, 2009)
5.0
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152 results - showing 126 - 150  
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