Reviews written by marcusm317

95 results - showing 1 - 25  
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Slowing Economy, Growing Productivity, And Rising Stock Prices
Webinars
marcusm317marcusm317   March 11, 2024
10
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Fritz Meyer Economic Update, February 2023
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marcusm317marcusm317   February 13, 2023
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An Economy On The Edge; Fritz Meyer Economic Update, July 2022
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marcusm317marcusm317   July 11, 2022
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Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keebler's June Tax Class
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marcusm317marcusm317   June 22, 2022
10
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Latest Estate & Income Tax Planning Strategies For 2022
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marcusm317marcusm317   May 09, 2022
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50 Years Of Asset Class Performance History; Craig Israelsen's January 2022, CE Class
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marcusm317marcusm317   January 26, 2022
10
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Top Tax And Financial Planning Ideas For 2022, Robert Keebler's January 2022 CE Class
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marcusm317marcusm317   January 12, 2022
10
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Earnings-Driven Stock Records Amid Frightening Inflation: Fritz Meyer, November 2021
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marcusm317marcusm317   November 08, 2021
10
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Year End Tax Planning For The Other 99%
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marcusm317marcusm317   October 20, 2021
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GDP Pickup Expected In Fourth Quarter; Fritz Meyer Economic Update, October 2021
Webinars
marcusm317marcusm317   October 11, 2021
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Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021
Webinars
marcusm317marcusm317   September 13, 2021
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Trust, The Foundation of Relationships (1 Credit)
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marcusm317marcusm317   July 13, 2021
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Risks Amid An Unprecedented Boom: Fritz Meyer Economic Update, July 2021
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marcusm317marcusm317   July 12, 2021
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2021 Wealth Transfer Planning Strategies For IRAs; Robert Keebler, Tax CE
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marcusm317marcusm317   June 16, 2021
10
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Stock Market Bubble Fears; Fritz Meyer Economic Update, June 2021
Webinars
marcusm317marcusm317   June 07, 2021
10
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Income Tax Planning Opportunities In 2021, A Year Of Transition; Robert Keebler, May 2021 CE Class
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marcusm317marcusm317   May 19, 2021
10
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The Time To Plan For The Tax Wave Of 2021 Is Now
Webinars
marcusm317marcusm317   April 21, 2021
10
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What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
Webinars
marcusm317marcusm317   April 12, 2021
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How To Stay The Course, Professional Education Class
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marcusm317marcusm317   March 30, 2021
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The American Rescue Plan Act Of 2021: What Advisors Need To Know
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marcusm317marcusm317   March 24, 2021
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Optimizing Withdrawals From Taxable Portfolios
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marcusm317marcusm317   February 23, 2021
10
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51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
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marcusm317marcusm317   January 25, 2021
10
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
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marcusm317marcusm317   January 12, 2021
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2021 Outlook, CE For Financial Professionals Only
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marcusm317marcusm317   January 11, 2021
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Three Retirement Income Withdrawal Techniques For Roth And Taxable Accounts
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marcusm317marcusm317   November 18, 2020
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95 results - showing 1 - 25  
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