Reviews written by Trudy Turner

Good session. It was not laser focused on Roth IRA conversions, but important information nonetheless.

It was quite basic, although I don't think that is a weakness. Most of the information isn't rocket science and KISS can be a very powerful tool for success with...

Always appreciative of Bob's ideas and case examples.

Fritz' material is worth tuning into every month!

Clear, simple, memorable

I always enjoy Fritz' presentations. He is clear and straightforward. The only criticism is that he runs over in time. This is difficult to deal with as a CPA and...

Thank you for the precise summaries and opinions!

I appreciate Fritz's objective nature

Great information, lots of information, wish Fritz could cull down his points a bit; always feel like he wants to say so much more...

Fritz's information is right on point. Thank you.

Good information, however the content was a little light. Most of the information was shown in graph format only and discussed. It would have been beneficial to have more salient...

It is a fire hose of information, but I think Fritz is one of the easier speakers to follow out of all the presenters. He is very straightforward and clear....

Keebler is top notch and his reference material is reference quality

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Very intriguing and needed topic

The content was good and I appreciate most of the items featured, BUT this did sound like a very long commercial. The webinar could have been condensed if it didn't...

Good to understand the changing environment, but still believe focus on 401k market is vastly different from most advisors area of expertise and should be considered only if willing to...

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One of the best presentations I have seen on A4A. Surely there was a lot of ground to cover but the explanations were relevant and very well explained for the...

Always helpful to hear complimentary and contrarian viewpoints. I hope you will also have an active manager counterpoint presentation, too.

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