Reviews written by mariorhernandez

127 results - showing 1 - 25  
 
 
mariorhernandezmariorhernandez   September 09, 2019
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5.0

Excellent presentation!

mariorhernandezmariorhernandez   July 08, 2019
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5.0

Excellent overview of the economy and market

mariorhernandezmariorhernandez   April 30, 2019
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5.0

Nice resource for clients with insurance policies who no longer have a need.

mariorhernandezmariorhernandez   January 14, 2019
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5.0

Excellent overview of market and economy

mariorhernandezmariorhernandez   October 17, 2018
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5.0

Excellent overview of tax planning ideas.

mariorhernandezmariorhernandez   May 07, 2018
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5.0

Excellent overview of the economy and market

mariorhernandezmariorhernandez   March 28, 2018
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5.0

Excellent overview of pass through rules

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

mariorhernandezmariorhernandez   December 11, 2017
(Updated: December 11, 2017)
Rating 
 
5.0

Excellent economic and market review

mariorhernandezmariorhernandez   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
4.0

Good overall review.

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)
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5.0

Excellent overview

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

Good overview of asset protection trusts.

mariorhernandezmariorhernandez   July 18, 2017
(Updated: July 18, 2017)
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5.0

Excellent presentation on estate planning strategies

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

Excellent overview of will and trust information

mariorhernandezmariorhernandez   March 23, 2017
(Updated: March 23, 2017)
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5.0

Excellent over view of IRA and Roth IRAs

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

Excellent review of an RMD withdrawal approach

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

mariorhernandezmariorhernandez   June 23, 2016
(Updated: June 23, 2016)
Rating 
 
3.0

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

mariorhernandezmariorhernandez   May 05, 2016
(Updated: May 05, 2016)
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5.0

Excellent overview of college planning

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

Excellent overview of the 1040 form

mariorhernandezmariorhernandez   January 20, 2016
(Updated: January 20, 2016)
Rating 
 
5.0

Excellent presentation!

127 results - showing 1 - 25