Review Detail
(Updated: October 23, 2016)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Sometimes confusing (i.e. Master Limited Partnerships/Stocks/Bonds). Does that mean a portfolio of a Real Estate Limited Partnership AND a portfolio of stock and bonds? Im a CFP and CHFC and over it's good as it motivated me to learn more TAX PLANNING on investments. In addition, I work heavily with CPA firms and Attorneys in my area of Upstate NY
Was this review helpful to you?
Comments
Ordering
