Reviews written by Jewel

17 results - showing 1 - 17  
 
 
Year-End Tax Planning For Investment Advisers
Webinars
JewelJewel   August 27, 2015
(Updated: August 27, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
LEARN, COMMIT, SUSTAIN: Client Education And Retention
Webinars
JewelJewel   August 20, 2015
(Updated: August 20, 2015)
4.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Positioning And Delivering Retirement Income With Clients
Webinars
JewelJewel   July 23, 2015
(Updated: July 23, 2015)
4.0
Average Attendee Rating
Poor Average Excellent

I expected more information on retirement income strategies and not so much on marketing a practice.

Read Review Comments (0)
Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
Webinars
JewelJewel   September 19, 2013
(Updated: September 19, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Very informative. Information that is new to me.

Read Review Comments (0)
A New Approach To Safe Retirement Withdrawal Rates
Webinars
JewelJewel   February 14, 2013
(Updated: February 14, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
10 Common Questions About Taxation Now
Webinars
JewelJewel   December 06, 2012
(Updated: December 06, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Taxation Of Securities Transactions
Webinars
JewelJewel   May 10, 2012
(Updated: May 10, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
How Financial Advisors Can Optimize For Local Listings In Search Engines
Webinars
JewelJewel   January 13, 2011
(Updated: January 13, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
The Death Of Buy & Hold Has Been Greatly Exaggerated
Webinars
JewelJewel   January 06, 2011
(Updated: January 06, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Rick is an excellent speaker. Presents things very clearly.

Read Review Comments (0)
State Securities Chiefs Speak About RIA Regulatory Overhaul
Webinars
JewelJewel   December 02, 2010
(Updated: December 02, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
The New Form ADV Part 2
Webinars
JewelJewel   November 11, 2010
(Updated: November 11, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Good information and presentation.

Read Review Comments (0)
Roth IRA: Beyond The Basics
Webinars
JewelJewel   June 10, 2010
(Updated: June 10, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

INformation on who should convert and converting by bracket.

Read Review Comments (0)
Privacy Law, Data Security And Financial Advisors
Webinars
JewelJewel   November 19, 2009
(Updated: November 19, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Roadmap To Independence
Webinars
JewelJewel   November 18, 2009
(Updated: November 18, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Roadmap To Independence
Webinars
JewelJewel   November 18, 2009
(Updated: November 18, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
2010 Compliance Planning For RIAs
Webinars
JewelJewel   October 29, 2009
(Updated: October 29, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
Webinars
JewelJewel   May 14, 2009
(Updated: May 14, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

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