Reviews written by mariorhernandez

115 results - showing 1 - 25 1 2 3 4 5 Results per page:
 
 

0 of 0 people found the following review helpful
Excellent review of the current economic and market environment
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
September 11, 2017

Report this review
 
Last updated: September 11, 2017
 
 

0 of 0 people found the following review helpful
Excellent overview
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
August 30, 2017

Report this review
 
Last updated: August 30, 2017
 
 

0 of 0 people found the following review helpful
Good overview of asset protection trusts.
Rating:
 
4.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
July 26, 2017

Report this review
 
Last updated: July 26, 2017
 
 

0 of 0 people found the following review helpful
Excellent presentation on estate planning strategies
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
July 18, 2017

Report this review
 
Last updated: July 18, 2017
 
 

0 of 0 people found the following review helpful
Excellent overview of will and trust information
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
June 04, 2017

Report this review
 
Last updated: June 04, 2017
 
 

0 of 0 people found the following review helpful
Excellent over view of IRA and Roth IRAs
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
March 23, 2017

Report this review
 
Last updated: March 23, 2017
 
 

0 of 0 people found the following review helpful
Excellent review of an RMD withdrawal approach
Rating:
 
4.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
February 22, 2017

Report this review
 
Last updated: February 22, 2017
 
 

0 of 0 people found the following review helpful
Good webinar!
Rating:
 
4.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
October 23, 2016

Report this review
 
Last updated: October 23, 2016
 
 

0 of 0 people found the following review helpful
Excellent presentation
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
June 28, 2016

Report this review
 
Last updated: June 28, 2016
 
 

0 of 0 people found the following review helpful
It was fairly brief. I was looking for a more in depth analysis.
Rating:
 
3.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
June 23, 2016

Report this review
 
Last updated: June 23, 2016
 
 

0 of 0 people found the following review helpful
Excellent overview of college planning
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
May 05, 2016

Report this review
 
Last updated: May 05, 2016
 
 

0 of 0 people found the following review helpful
Excellent overview of the 1040 form
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
January 28, 2016

Report this review
 
Last updated: January 28, 2016
 
 

0 of 0 people found the following review helpful
Excellent presentation!
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
January 20, 2016

Report this review
 
Last updated: January 20, 2016
 
 

0 of 0 people found the following review helpful
Insightful presenation!
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
December 03, 2015

Report this review
 
Last updated: December 03, 2015
 
 

0 of 0 people found the following review helpful
Excellent presentation
Rating:
 
4.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
October 12, 2015

Report this review
 
Last updated: October 12, 2015
 
 

0 of 0 people found the following review helpful
Excellent tax planning material.
Rating:
 
4.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
October 01, 2015

Report this review
 
Last updated: October 01, 2015
 
 

0 of 0 people found the following review helpful
Excellent year-end tax ideals
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
August 27, 2015

Report this review
 
Last updated: August 27, 2015
 
 

0 of 0 people found the following review helpful
Good update!
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
August 23, 2015

Report this review
 
Last updated: August 23, 2015
 
 

0 of 0 people found the following review helpful
Great overview of estate plan issues
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
July 30, 2015

Report this review
 
Last updated: July 30, 2015
 
 

0 of 0 people found the following review helpful
Good, but needs more detail how to implement retirement income planning
Rating:
 
3.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
July 23, 2015

Report this review
 
Last updated: July 23, 2015
 
 

0 of 0 people found the following review helpful
Excellent overview of the economy and markets
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
July 09, 2015

Report this review
 
Last updated: July 09, 2015
 
 

0 of 0 people found the following review helpful
Excellent presentation!
Rating:
 
4.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
June 08, 2015

Report this review
 
Last updated: June 08, 2015
 
 

0 of 0 people found the following review helpful
Well done.
Rating:
 
4.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
June 01, 2015

Report this review
 
Last updated: June 01, 2015
 
 

0 of 0 people found the following review helpful
Excellent overview!
Rating:
 
4.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
April 13, 2015

Report this review
 
Last updated: April 13, 2015
 
 

0 of 0 people found the following review helpful
Outstanding overview of tax items to look out for.
Rating:
 
5.0
Was this review helpful to you?
Yes No
mariorhernandez Reviewed by mariorhernandez
February 26, 2015

Report this review
 
Last updated: February 26, 2015
 
115 results - showing 1 - 25 1 2 3 4 5 Results per page:
Powered by jReviews