Reviews written by rickd519

49 results - showing 1 - 25  
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rickd519rickd519   April 24, 2024
10
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Interesting that so much seems to be based on the intent.

rickd519rickd519   April 15, 2024
9.0
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rickd519rickd519   January 10, 2024
10
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rickd519rickd519   December 19, 2023
10
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Allways interesting.

rickd519rickd519   November 14, 2023
10
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rickd519rickd519   November 06, 2023
10
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rickd519rickd519   September 19, 2023
10
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thank you for starting on time

rickd519rickd519   September 18, 2023
10
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Please fix the glitches! At least you can log on before the starting time of the webinar.

rickd519rickd519   June 14, 2023
10
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Interesting to think about decumulation strategies and have a framework to use with clients. Thank you.

rickd519rickd519   February 13, 2023
10
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rickd519rickd519   January 24, 2023
10
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It is good to see the data that backs up the premise of a balanced portfolio

rickd519rickd519   January 18, 2023
9.0
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Good summary of a complicated law

rickd519rickd519   January 09, 2023
10
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Always informative

rickd519rickd519   December 14, 2022
9.0
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Nicely done.

rickd519rickd519   October 17, 2022
10
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A lot of good information - how about making it 90 minutes and 1.5 CE credits???

rickd519rickd519   September 12, 2022
10
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Sessions always end at 5:15 or so. Can we make them 1.25 credits???

rickd519rickd519   August 08, 2022
9.0
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Good update

rickd519rickd519   August 02, 2022
9.0
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This reminded of classic portfolio theory and the efficiency frontier with a tangent portfolio. Craig's message was about standard deviation, but basically it can be summarized as stating that as...

rickd519rickd519   October 20, 2021
10
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Bob must have a different definition of the 99% than I have. 99% in net worth is over $11million dollars, 90% of net worth is at $1.2million, much of...

rickd519rickd519   October 11, 2021
10
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great, logical argument. Only drawback is that sessions constantly run long.

rickd519rickd519   October 05, 2021
10
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fantastic series. I really love how the focus with clients needs to be on meeting emotional needs, it certainly helps frame discussions. Only complaint is the time management.

rickd519rickd519   September 28, 2021
10
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Great topics and coverage. My only complaint is around the time - these sessions have been consistently about 10 to 15 minutes long. Just advertise it as 75 minutes and...

rickd519rickd519   September 22, 2021
10
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Very informative. I vote for a "final" version once a bill is agreed on.

rickd519rickd519   September 21, 2021
10
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Interesting as always, but always ends late. Perhaps we should adjust the invite to say 1:15?

49 results - showing 1 - 25  
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