Review Detail

What I really like about Bob's presentations, particularly in the past year or more, is that he clearly applies the materials he's teaching to the practical application of practicing financial planning. Specifically, he provides real-life examples, or pointers, on how a particular tax strategy or concept can be incorporated into a financial plan or investment strategy to both make the advisor look good and to benefit the client. The marrying of the tax concepts with the actual practice is very valuable.