Reviews written by aubreym858

24 results - showing 1 - 24 Results per page:
 
Practitioner Forum: RIAs Acquiring RIAs: Challenges, Due Diligence, Deal Structure (Event)
 

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Enjoyed
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 4.0
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aubreym858 Reviewed by aubreym858
January 18, 2013

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Last updated: January 18, 2013
 
Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad (Event)
 

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Our office likes this concept
Rating:
 
 4.0
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aubreym858 Reviewed by aubreym858
December 14, 2012

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Last updated: December 14, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012 (Event)
 

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 5.0
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aubreym858 Reviewed by aubreym858
December 11, 2012

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Last updated: December 11, 2012
 
Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques (Event)
 

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Always very helpful
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 5.0
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aubreym858 Reviewed by aubreym858
November 19, 2012

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Last updated: November 19, 2012
 
RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized (Event)
 

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 4.0
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aubreym858 Reviewed by aubreym858
September 28, 2012

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Last updated: September 28, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012 (Event)
 

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 5.0
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aubreym858 Reviewed by aubreym858
September 11, 2012

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Last updated: September 11, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012 (Event)
 

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Plan for a longer session when Fritz is scheduled - no reason to rush him - most listeners can plan their calendars for longer...the information is very valuable
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 5.0
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aubreym858 Reviewed by aubreym858
August 14, 2012

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Last updated: August 14, 2012
 
Understanding The 3.8% Excise Tax (Event)
 

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always excellent
Rating:
 
 5.0
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aubreym858 Reviewed by aubreym858
August 03, 2012

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Last updated: August 03, 2012
 
How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps (Event)
 

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Very good information - what is the website he mentioned?
Minemaping?
Rating:
 
 4.0
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aubreym858 Reviewed by aubreym858
July 27, 2012

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Last updated: July 27, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

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 5.0
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aubreym858 Reviewed by aubreym858
July 13, 2012

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Last updated: July 13, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

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 5.0
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aubreym858 Reviewed by aubreym858
July 13, 2012

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Last updated: July 13, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012 (Event)
 

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Always great
Rating:
 
 5.0
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aubreym858 Reviewed by aubreym858
July 10, 2012

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Last updated: July 10, 2012
 
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update (Event)
 

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 5.0
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aubreym858 Reviewed by aubreym858
July 06, 2012

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Last updated: July 06, 2012
 
Where Has The Financial Advice Profession Gone Wrong? (Event)
 

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Greatly enjoyed it...
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 5.0
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aubreym858 Reviewed by aubreym858
June 29, 2012

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Last updated: June 29, 2012
 
Tax Strategies For Business Owners (Event)
 

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Informative and current
Rating:
 
 5.0
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aubreym858 Reviewed by aubreym858
June 22, 2012

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Last updated: June 22, 2012
 
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)
 

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Rating:
 
 4.0
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aubreym858 Reviewed by aubreym858
May 18, 2012

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Last updated: May 18, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012 (Event)
 

0 of 0 people found the following review helpful
Always well done - suggest extending his sesssions - most people would plan accordingly
Rating:
 
 5.0
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aubreym858 Reviewed by aubreym858
May 08, 2012

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Last updated: May 08, 2012
 
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth (Event)
 

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Good confirmations
Rating:
 
 4.0
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aubreym858 Reviewed by aubreym858
February 17, 2012

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Last updated: February 17, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012 (Event)
 

0 of 0 people found the following review helpful
Always very informative
Rating:
 
 5.0
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aubreym858 Reviewed by aubreym858
January 10, 2012

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Last updated: January 10, 2012
 
June 2011 Economy Update From Fritz Meyer (Event)
 

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Give him more time next time...excellent information
Rating:
 
 5.0
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aubreym858 Reviewed by aubreym858
June 07, 2011

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Last updated: June 07, 2011
 
Helping Business Owners Plan Their Exit Strategy (Event)
 

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Rating:
 
 3.0
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aubreym858 Reviewed by aubreym858
February 04, 2011

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Last updated: February 04, 2011
 
The Death Of Buy & Hold Has Been Greatly Exaggerated (Event)
 

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Well done
Rating:
 
 5.0
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aubreym858 Reviewed by aubreym858
January 07, 2011

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Last updated: January 07, 2011
 
Year-End Tax Moves For 2010 (Event)
 

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Topic is timely
Rating:
 
 4.0
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aubreym858 Reviewed by aubreym858
October 01, 2010

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Last updated: October 01, 2010
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

0 of 0 people found the following review helpful
Always well done - suggest extending his sesssions - most people would plan accordingly
Rating:
 
 5.0
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aubreym858 Reviewed by aubreym858
July 17, 2009

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Last updated: July 17, 2009
 
24 results - showing 1 - 24
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