Best Financial & Tax Planning Ideas For 2019

Webinars

User reviews

12 reviews with 4 stars

69 reviews

 
(53)
 
(12)
 
(4)
2 stars
 
(0)
1 star
 
(0)
4.7
Average Attendee Rating
Poor Average Excellent
Already have an account? or Create an account
Back to Listing
12 results - showing 1 - 5  
« »  
Ordering 
 
4.0
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
4.0
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
4.0
Average Attendee Rating
Poor Average Excellent

good

Was this review helpful to you? 
4.0
Average Attendee Rating
Poor Average Excellent

UHNW info not of value to me.

Was this review helpful to you? 
4.0
Average Attendee Rating
Poor Average Excellent

Obviously Bob is amazing at what he does. Just a wealth of knowledge. Unfortunately, most of the concepts he covers are not relevant to my clients. Some other little more basic strategies would be preferable. For example, using the RMD's to fund charitable giving strategies.

Was this review helpful to you? 
12 results - showing 1 - 5  
« »