Reviews written by lorenrex

17 results - showing 1 - 17  
 
 
2021 Year-End Tax Planning Strategies
Webinars
lorenrexlorenrex   September 22, 2021
10
Average Attendee Rating
Poor Average Excellent

Very Timely

Read Review Comments (0)
Diversification: How Much Is Enough?
Webinars
lorenrexlorenrex   June 24, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
New Tax Law Requires New Year-End Tactics
Webinars
lorenrexlorenrex   November 30, 2017
(Updated: November 30, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Great.

Read Review Comments (0)
Fritz Meyer Economic Update, November 2017
Webinars
lorenrexlorenrex   November 13, 2017
(Updated: November 13, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

good

Read Review Comments (0)
Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
lorenrexlorenrex   June 04, 2017
(Updated: June 04, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

I would like more of an advanced estate planning seminar for clients with more than $11MM in assets.

Read Review Comments (0)
Fritz Meyer Economic Update, February 2017
Webinars
lorenrexlorenrex   February 13, 2017
(Updated: February 13, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Good information.

Read Review Comments (0)
Investment Basics For Advisors To Teach Prospects And Clients
Webinars
lorenrexlorenrex   August 24, 2016
(Updated: August 24, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

It was good.

Read Review Comments (0)
IRAs And Roth IRAs After A Client Dies
Webinars
lorenrexlorenrex   March 30, 2016
(Updated: March 30, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Good.

Read Review Comments (0)
Fritz Meyer Economic And Investment Update, June 2015
Webinars
lorenrexlorenrex   June 08, 2015
(Updated: June 08, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Good

Read Review Comments (0)
Fritz Meyer Economic And Investment Update, October 2013
Webinars
lorenrexlorenrex   October 07, 2013
(Updated: October 07, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Fritz Meyer's Monthly Economic Update And Investment Outlook For March 2013
Webinars
lorenrexlorenrex   March 11, 2013
(Updated: March 11, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
With Interest Rates Expected To Rise, Should You Avoid Bonds?
Webinars
lorenrexlorenrex   January 24, 2013
(Updated: January 24, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

Good material.

Read Review Comments (0)
Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Webinars
lorenrexlorenrex   July 09, 2012
(Updated: July 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012
Webinars
lorenrexlorenrex   June 07, 2012
(Updated: June 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012
Webinars
lorenrexlorenrex   June 07, 2012
(Updated: June 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012
Webinars
lorenrexlorenrex   January 09, 2012
(Updated: January 09, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

GREAT!

Read Review Comments (0)
August 2011 Economy Update From Fritz Meyer
Webinars
lorenrexlorenrex   August 08, 2011
(Updated: August 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
17 results - showing 1 - 17