Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
Webinars
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14 reviews with 3 stars
(Updated: May 14, 2009)
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I think it should be 1 hour; if it runs over, it becomes too long and cuts into other commitments. Speakers should concentrate on giving good information; if they do so business will follow. It should not be a forum to sell, sell.
I really do appreciate the series!!. THANKS.
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(Updated: May 14, 2009)
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Stay on time. I had to leave before it was over.
Also, the concepts were valueable and well defined but it was a bit too product (SEI) specific. Tax efficiency can be obtained in many ways just as effectively outside of the SEI realm of solutions.
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(Updated: May 14, 2009)
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(Updated: May 14, 2009)
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(Updated: May 14, 2009)
perrym812
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