Reviews written by Curtis Sheldon

23 results - showing 1 - 23  
 
 
Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
Curtis SheldonCurtis Sheldon   December 15, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Good data analysis. All forensic....

Read Review Comments (0)
2020 Tax Planning Amid Covid Financial Crisis
Webinars
Curtis SheldonCurtis Sheldon   August 05, 2020
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Covid Crisis Estate Planning With Gideon Rothschild
Webinars
Curtis SheldonCurtis Sheldon   July 29, 2020
8.0
Average Attendee Rating
Poor Average Excellent

Overall Good

Read Review Comments (0)
The New Math Driving 2020 Roth Conversions
Webinars
Curtis SheldonCurtis Sheldon   July 08, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Good as always

Read Review Comments (0)
Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
Curtis SheldonCurtis Sheldon   April 29, 2020
10
Average Attendee Rating
Poor Average Excellent

Interesting analysis

Read Review Comments (0)
Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
Curtis SheldonCurtis Sheldon   April 01, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Good info

Read Review Comments (0)
Charitable Remainder Trusts Under The SECURE Act
Webinars
Curtis SheldonCurtis Sheldon   January 28, 2020
10
Average Attendee Rating
Poor Average Excellent

Good Job

Read Review Comments (0)
Managed Payout Income Replacement Funds vs Annuities
Webinars
Curtis SheldonCurtis Sheldon   July 10, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Good job

Read Review Comments (0)
Advanced Tax Planning For Sec. 199A Business Deduction
Webinars
Curtis SheldonCurtis Sheldon   November 14, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Retirement Distribution And Tax Planning Strategies
Webinars
Curtis SheldonCurtis Sheldon   July 18, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Pretty good overall

Read Review Comments (0)
Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
Curtis SheldonCurtis Sheldon   July 26, 2017
(Updated: July 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent. Best so far!

Read Review Comments (0)
Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Webinars
Curtis SheldonCurtis Sheldon   June 21, 2017
(Updated: June 21, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Bob is good, but sometimes he just repackages the same material. I always learn at least one thing, but...

Read Review Comments (0)
Business Owner Tax Strategies And Trends
Webinars
Curtis SheldonCurtis Sheldon   November 10, 2016
(Updated: November 10, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Good discussion on asset protection

Read Review Comments (0)
Improving After-Tax Returns
Webinars
Curtis SheldonCurtis Sheldon   October 23, 2016
(Updated: October 23, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

As always, good information from Bob.

Read Review Comments (0)
2016 Year-End Tax Planning For Investment Advisors
Webinars
Curtis SheldonCurtis Sheldon   August 25, 2016
(Updated: August 25, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Bob is always good, but he tends to repeat the same information from seminar to seminar

Read Review Comments (0)
2016 Estate And Gift Tax Class For Financial Advisors
Webinars
Curtis SheldonCurtis Sheldon   July 21, 2016
(Updated: July 21, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

As always a good presentation

Read Review Comments (0)
IRAs And Roth IRAs After A Client Dies
Webinars
Curtis SheldonCurtis Sheldon   March 30, 2016
(Updated: March 30, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I listen to Bob a lot. This was one of his best presentations.

Read Review Comments (0)
Estate Plans Of The Rich And Famous
Webinars
Curtis SheldonCurtis Sheldon   November 19, 2015
(Updated: November 19, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Interesting Examples to use in future presentations (by me)

Read Review Comments (0)
Tax-Aware Investing: Best Practices For IA Reps
Webinars
Curtis SheldonCurtis Sheldon   October 28, 2015
(Updated: October 28, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Bob was good as always

Read Review Comments (0)
Business-Owner Tax Rules Investment Advisors Must Know About For 2016
Webinars
Curtis SheldonCurtis Sheldon   October 01, 2015
(Updated: October 01, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Good Job as usual

Read Review Comments (0)
Advisors No Longer Should Ignore Google+
Webinars
Curtis SheldonCurtis Sheldon   May 21, 2015
(Updated: May 21, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Good info. Very relevant.

Read Review Comments (0)
Everything A Financial Advisor Needs To Know About College Funding And Taxes
Webinars
Curtis SheldonCurtis Sheldon   April 23, 2015
(Updated: April 23, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Pretty good. A little basic

Read Review Comments (0)
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
Curtis SheldonCurtis Sheldon   July 05, 2012
(Updated: July 05, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent! Keep it up.

Read Review Comments (0)
23 results - showing 1 - 23