Reviews written by markb918

detailed and complicated. Shows that clients clearly need our assistance with their planning.

Great content. Easy to understand

Great content. Easy to understand

very good, quite technical. How about tying in a future webinar that will provide some input on how to solve for the scenarios that were discussed.

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complex but timley

Kind of like drinking from a firehose! Helpful and scary about keeping up with the compliance changes.

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too complicated to use

Great and looking forward to future webinars with Bob.

excellent and well timed given current market scenarios

Extremely helpful and insightful material from a world class advisor who really know his stuff.

Very informative, well presented, most helpful

easy to understand and the data was very helpful

good info which causes me to rethink how I can present information to our clients.

like drinking from a fire hose! Great content. It has scared the hell out of me as I have RIA and am the sole advisor

A bit technical and I was under the impression based on the title that the focus was going to be more from a planning perspective not a technical analysis point...

Excellent. The topic was about the life we should pursue.

Excellent content

Wish there was something better to use.

excellent and i am encouraged to use some of Fritz s materials