Reviews written by wilbertmcze

I have missed his last few due to travel. But Fritz always meets expectations.

The subject matter was more complicated than the scenarios I encounter with most of my clients. But webinar was valuable in exposing me to what may need to be...

Great food for professional thought!

A financial historical perspective I had not seen before. It was well presented and very valuable.

Good update to take into account recent changes in the economic environment.

Gave a valuable big-picture overview of what is happening and what might happen which I can use in conversations with my clients.

Extremely timely and valuable.

Answered the important concerns.

Well presented and logical

Insightful and valuable as usual.

Very Timely! I am working on a financial plan for a client with a large pension income and a million dollar plus retirement plan that she will never...

It was a good introduction to the topic that I am familiar with. I did learn some new information that will be of value to my practice.

Topic was very valuable because I am addressing this IRA distribution challenge in my practice.

I missed his last few so the update was helpful, particularly, the summary of President Biden's "go big" proposed legislation and how it will be funded.

Very valuable! Gave me a much clearer understanding of standard deviation/risk/volatility as it relates to the mutual funds that I use for my clients.

In a tax environment that is in flux, very valuable information.

I always learn and remember what I kind of knew when I attend Fritz's presentation. Extremely valuable information in guiding my financial planning clients.

This is only my 2nd time attending one of his webinar. This was excellent and very valuable. For my BD I would have to get compliance approval to...

Very useful information, particularly given that there is so much uncertainty due to political unknowns.

Very clear in explaining the major themes

Clear and excellent as usual!

Good information!...But a lot of it did not apply to my mostly middle income clientele.

I got the bigger ideas but I think I am going to listen to it again because the charts comparing different tax law scenarios for Roth conversions got a...

Gave a valuable big-picture overview of what is happening and what might happen which I can use in conversations with my clients.