Review Detail
10 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Bob does great. Not all of us are serving the ultra net worth clients that Bob often references in his materials. I would find it helpful if he would include more scenarios for those with estates below the estate tax threshold and lower levels of assets (networth) like 1-5 million for example.
Was this review helpful to you?
Comments
Ordering
