Reviews written by mariorhernandez

120 results - showing 1 - 25  
1 2 3 4 5  
 
Financial Advisor Webinar Series
mariorhernandezmariorhernandez   March 28, 2018
Rating 
 
5.0

Excellent overview of pass through rules

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   March 13, 2018
Rating 
 
5.0

Excellent overview of the market and economy.

mariorhernandezmariorhernandez   January 08, 2018
(Updated: January 08, 2018)
Rating 
 
5.0

Excellent update

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   December 11, 2017
(Updated: December 11, 2017)
Rating 
 
5.0

Excellent economic and market review

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
4.0

Good overall review.

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   September 11, 2017
(Updated: September 11, 2017)
Rating 
 
5.0

Excellent review of the current economic and market environment

mariorhernandezmariorhernandez   August 30, 2017
(Updated: August 30, 2017)
Rating 
 
5.0

Excellent overview

mariorhernandezmariorhernandez   July 26, 2017
(Updated: July 26, 2017)
Rating 
 
4.0

Good overview of asset protection trusts.

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   July 18, 2017
(Updated: July 18, 2017)
Rating 
 
5.0

Excellent presentation on estate planning strategies

mariorhernandezmariorhernandez   June 04, 2017
(Updated: June 04, 2017)
Rating 
 
5.0

Excellent overview of will and trust information

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   March 23, 2017
(Updated: March 23, 2017)
Rating 
 
5.0

Excellent over view of IRA and Roth IRAs

mariorhernandezmariorhernandez   February 22, 2017
(Updated: February 22, 2017)
Rating 
 
4.0

Excellent review of an RMD withdrawal approach

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   October 23, 2016
(Updated: October 23, 2016)
Rating 
 
4.0

Good webinar!

mariorhernandezmariorhernandez   June 28, 2016
(Updated: June 28, 2016)
Rating 
 
5.0

Excellent presentation

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   June 23, 2016
(Updated: June 23, 2016)
Rating 
 
3.0

It was fairly brief. I was looking for a more in depth analysis.

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   May 05, 2016
(Updated: May 05, 2016)
Rating 
 
5.0

Excellent overview of college planning

mariorhernandezmariorhernandez   January 28, 2016
(Updated: January 28, 2016)
Rating 
 
5.0

Excellent overview of the 1040 form

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   January 20, 2016
(Updated: January 20, 2016)
Rating 
 
5.0

Excellent presentation!

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   December 03, 2015
(Updated: December 03, 2015)
Rating 
 
5.0

Insightful presenation!

mariorhernandezmariorhernandez   October 01, 2015
(Updated: October 01, 2015)
Rating 
 
4.0

Excellent tax planning material.

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   August 27, 2015
(Updated: August 27, 2015)
Rating 
 
5.0

Excellent year-end tax ideals

Financial Advisor Webinar Series
mariorhernandezmariorhernandez   August 23, 2015
(Updated: August 23, 2015)
Rating 
 
5.0

Good update!

mariorhernandezmariorhernandez   July 30, 2015
(Updated: July 30, 2015)
Rating 
 
5.0

Great overview of estate plan issues

mariorhernandezmariorhernandez   July 23, 2015
(Updated: July 23, 2015)
Rating 
 
3.0

Good, but needs more detail how to implement retirement income planning

120 results - showing 1 - 25  
1 2 3 4 5