Review Detail

Tremendous summary today by Bob, and numerous action steps that can/should be implemented over the coming weeks and months in anticipation of higher tax rates. There was some new and easy-to-understand material offered today, and all of it appears to be directly related to client-facing advice, and was less theoretical, and more practical, than Bob's usual presentations. This is a major positive for today's session, as it allows advisors to make real life suggestions and decisions based on facts.