Reviews written by dlloyd
dlloyd
June 07, 2021
10 |
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Fritz is always great. Thanks for putting this together
dlloyd
April 27, 2021
10 |
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Craig information is great as always
dlloyd
March 08, 2021
10 |
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FANTISTIC!!. Great progression through the topics.
dlloyd
December 15, 2020
10 |
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Really informative & putting a unique twist on decumulation strategies
dlloyd
November 18, 2020
10 |
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Great. It will give me more confidence when talking clients through tough performance periods
dlloyd
September 09, 2020
8.0 |
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Good heads up, but hard to implement strategies when outcome of election is unknown. I'm keeping fingers crossed for continued current tax environment.
dlloyd
September 07, 2020
10 |
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Very useful and meaningful presentation
