Reviews written by lifelongjourney

good, sometimes a little rushed over complex concepts e.g. NUA

Info was good tho presented fast. I didn't see any link to download the powerpoint slides, however, which made it harder to follow along since I was so busy...

Excellent. I learned a lot--and, just like it was pointed out that we as advisors can help clients articulate unexpressed needs, this helped me articulate unexpressed goals.