Reviews written by Irene Moriarty

22 results - showing 1 - 22  
 
 
Irene MoriartyIrene Moriarty   October 22, 2015
(Updated: October 22, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Very good, very helpful.

Irene MoriartyIrene Moriarty   July 23, 2015
(Updated: July 23, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

This was excellent and useful. The amount that it ran over presented some challenges for me, but I understand the interest.

Irene MoriartyIrene Moriarty   July 09, 2015
(Updated: July 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent. Focused, pertinent and highly informed.

Irene MoriartyIrene Moriarty   June 01, 2015
(Updated: June 01, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Regarded it highly.

Irene MoriartyIrene Moriarty   May 14, 2015
(Updated: May 14, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Craig is always informative and interesting. His presentations are worth attending.

Irene MoriartyIrene Moriarty   August 21, 2014
(Updated: August 21, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

This was good. However, I expected it to be more about motivating behavior. Forewarning that it would be another presentation of the 7-12 model would have better set my expectations....

Irene MoriartyIrene Moriarty   August 14, 2014
(Updated: August 14, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Concise and useful

Irene MoriartyIrene Moriarty   July 17, 2014
(Updated: July 17, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Very well done. He was knowledgeable and he tailored his presentation to what we needed to learn (benefits and pitfalls) about self-directed IRAs.

Irene MoriartyIrene Moriarty   April 03, 2014
(Updated: April 03, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

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Irene MoriartyIrene Moriarty   March 06, 2014
(Updated: March 06, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Very useful to bring us up to date in stock-related benefits being provided to employees

Irene MoriartyIrene Moriarty   February 20, 2014
(Updated: February 20, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

This was excellent. As Andy noted, it was no-nonsense and client-need based.

Irene MoriartyIrene Moriarty   October 24, 2013
(Updated: October 24, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Keebler always presents valuable information cogently.

Irene MoriartyIrene Moriarty   March 21, 2013
(Updated: March 21, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Very intelligent idea. Very useful service. Thank you, Andrew, for bringing this information to our attention. Mark did a fine job presenting. His examples were particularly helpful to facilitate understanding...

Irene MoriartyIrene Moriarty   March 14, 2013
(Updated: March 14, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

This was pertinent. The information was sound and useful. Thought-provoking. Presentation was good. Thank you.

Irene MoriartyIrene Moriarty   November 08, 2012
(Updated: November 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Valuable material, well thought out and well presented.

Irene MoriartyIrene Moriarty   October 11, 2012
(Updated: October 11, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Robert Keebler was very knowledgeable, and he concisely presented information that is directly relevant to advisors' work with clients.

Irene MoriartyIrene Moriarty   June 14, 2012
(Updated: June 14, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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Irene MoriartyIrene Moriarty   February 16, 2012
(Updated: February 16, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Valuable thought. Stimulating.

Irene MoriartyIrene Moriarty   January 12, 2012
(Updated: January 12, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Very well organized, very informative. Good topic, good speaker. Thank you!

Irene MoriartyIrene Moriarty   August 04, 2011
(Updated: August 04, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

It was helpful.

Irene MoriartyIrene Moriarty   July 28, 2011
(Updated: July 28, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

This was valuable. Thank you for it.

Irene MoriartyIrene Moriarty   June 16, 2011
(Updated: June 16, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

This was valuable. Useful information well presented. Glad to know of further support Mark makes available. Like the idea of a streamlined approach to this very important aspect of planning...

22 results - showing 1 - 22