Reviews written by mariorhernandez
mariorhernandez
February 17, 2021
10 |
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Excellent presentation
mariorhernandez
January 20, 2021
9.0 |
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Excellent review of tax planning for 2021
mariorhernandez
February 19, 2020
10 |
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Excellent presentation
mariorhernandez
February 12, 2020
10 |
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Excellent presentation
mariorhernandez
January 08, 2020
10 |
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Excellent over view of SECURE Act action items
mariorhernandez
September 09, 2019
5.0 |
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Excellent presentation!
mariorhernandez
July 08, 2019
5.0 |
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Excellent overview of the economy and market
mariorhernandez
April 30, 2019
5.0 |
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Nice resource for clients with insurance policies who no longer have a need.
mariorhernandez
January 14, 2019
5.0 |
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Excellent overview of market and economy
mariorhernandez
October 17, 2018
5.0 |
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Excellent overview of tax planning ideas.
mariorhernandez
May 07, 2018
5.0 |
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Excellent overview of the economy and market
mariorhernandez
March 28, 2018
5.0 |
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Excellent overview of pass through rules
mariorhernandez
March 13, 2018
5.0 |
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Excellent overview of the market and economy.
5.0 |
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Excellent update
5.0 |
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Excellent economic and market review
4.0 |
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Good overall review.
5.0 |
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Excellent review of the current economic and market environment
5.0 |
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Excellent overview
4.0 |
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Good overview of asset protection trusts.
5.0 |
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Excellent presentation on estate planning strategies
5.0 |
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Excellent overview of will and trust information
5.0 |
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Excellent over view of IRA and Roth IRAs
4.0 |
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Excellent review of an RMD withdrawal approach
4.0 |
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Good webinar!