Reviews written by DianePearson

48 results - showing 1 - 25  
« »  
 
Managed Payout Income Replacement Funds vs Annuities
Webinars
DianePearsonDianePearson   July 10, 2019
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Tax-Saving Strategies For Rental Real Estate Owners
Webinars
DianePearsonDianePearson   February 20, 2019
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2018 Year-End Tax Guidance For Investment Advisers
Webinars
DianePearsonDianePearson   September 19, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Valuable information

Read Review Comments (0)
Proposed Regulations Specified Service Trades Or Businesses: Section 199A
Webinars
DianePearsonDianePearson   August 29, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Valuable information

Read Review Comments (0)
Retirement Distribution And Tax Planning Strategies
Webinars
DianePearsonDianePearson   July 18, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Valuable

Read Review Comments (0)
Strategies Spawned By TCJA
Webinars
DianePearsonDianePearson   April 11, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Inflation And Asset Performance: A 92-Year Review
Webinars
DianePearsonDianePearson   February 21, 2018
(Updated: February 21, 2018)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
How The New Tax Law Affects Year-End Planning
Webinars
DianePearsonDianePearson   November 01, 2017
(Updated: November 01, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Thank you for sharing your expertise.

Read Review Comments (0)
2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
DianePearsonDianePearson   August 30, 2017
(Updated: August 30, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

I always learn something new from Bob.

Read Review Comments (0)
What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
DianePearsonDianePearson   July 19, 2017
(Updated: July 19, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Minimizing Estate Taxes Of UHNWIs
Webinars
DianePearsonDianePearson   July 18, 2017
(Updated: July 18, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
DianePearsonDianePearson   June 04, 2017
(Updated: June 04, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Bob was excellent as usual.

Read Review Comments (0)
How Long Is The Long-Run?
Webinars
DianePearsonDianePearson   April 26, 2017
(Updated: April 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
College Funding Techniques For Advisors
Webinars
DianePearsonDianePearson   April 19, 2017
(Updated: April 19, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Limitations Of Popular Financial Planning Software Applications For Professionals
Webinars
DianePearsonDianePearson   February 07, 2017
(Updated: February 07, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
The DOL's New Fiduciary Rule
Webinars
DianePearsonDianePearson   May 19, 2016
(Updated: May 19, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
IRAs And Roth IRAs After A Client Dies
Webinars
DianePearsonDianePearson   March 30, 2016
(Updated: March 30, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Bob was excellent as usual.

Read Review Comments (0)
Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
Webinars
DianePearsonDianePearson   March 23, 2016
(Updated: March 23, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Lessons From 46-Years Of Monthly Returns
Webinars
DianePearsonDianePearson   February 24, 2016
(Updated: February 24, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
10 Action Areas For CCOs
Webinars
DianePearsonDianePearson   October 29, 2015
(Updated: October 29, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Tax-Aware Investing: Best Practices For IA Reps
Webinars
DianePearsonDianePearson   October 28, 2015
(Updated: October 28, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
LEARN, COMMIT, SUSTAIN: Client Education And Retention
Webinars
DianePearsonDianePearson   August 20, 2015
(Updated: August 20, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
What Financial Advisors Must Know About Retirement Income Tax Planning
Webinars
DianePearsonDianePearson   June 25, 2015
(Updated: June 25, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Boosting Your Bottom Line With Strategic Planning
Webinars
DianePearsonDianePearson   June 18, 2015
(Updated: June 18, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Good information. I am a fan of Verne Harnish as well.

Read Review Comments (0)
Advisors No Longer Should Ignore Google+
Webinars
DianePearsonDianePearson   May 21, 2015
(Updated: May 21, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
48 results - showing 1 - 25  
« »