Reviews written by mariorhernandez

132 results - showing 1 - 25  
 
 
mariorhernandezmariorhernandez   February 17, 2021
10
Average Attendee Rating
Poor Average Excellent

Excellent presentation

mariorhernandezmariorhernandez   January 20, 2021
9.0
Average Attendee Rating
Poor Average Excellent

Excellent review of tax planning for 2021

mariorhernandezmariorhernandez   February 19, 2020
10
Average Attendee Rating
Poor Average Excellent

Excellent presentation

mariorhernandezmariorhernandez   February 12, 2020
10
Average Attendee Rating
Poor Average Excellent

Excellent presentation

mariorhernandezmariorhernandez   January 08, 2020
10
Average Attendee Rating
Poor Average Excellent

Excellent over view of SECURE Act action items

mariorhernandezmariorhernandez   September 09, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Excellent presentation!

mariorhernandezmariorhernandez   July 08, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Excellent overview of the economy and market

mariorhernandezmariorhernandez   June 26, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Excellent webinar

mariorhernandezmariorhernandez   April 30, 2019
5.0
Average Attendee Rating
Poor Average Excellent

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

mariorhernandezmariorhernandez   January 14, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Excellent overview of market and economy

mariorhernandezmariorhernandez   October 17, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Excellent overview of tax planning ideas.

mariorhernandezmariorhernandez   May 07, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Excellent overview of the economy and market

mariorhernandezmariorhernandez   March 28, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Excellent overview of pass through rules

mariorhernandezmariorhernandez   March 13, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Excellent overview of the market and economy.

mariorhernandezmariorhernandez   January 08, 2018
(Updated: January 08, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent update

mariorhernandezmariorhernandez   December 11, 2017
(Updated: December 11, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent economic and market review

mariorhernandezmariorhernandez   November 01, 2017
(Updated: November 01, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Good overall review.

mariorhernandezmariorhernandez   September 11, 2017
(Updated: September 11, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent review of the current economic and market environment

mariorhernandezmariorhernandez   August 30, 2017
(Updated: August 30, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent overview

mariorhernandezmariorhernandez   July 26, 2017
(Updated: July 26, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Good overview of asset protection trusts.

mariorhernandezmariorhernandez   July 18, 2017
(Updated: July 18, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent presentation on estate planning strategies

mariorhernandezmariorhernandez   June 04, 2017
(Updated: June 04, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent overview of will and trust information

mariorhernandezmariorhernandez   March 23, 2017
(Updated: March 23, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent over view of IRA and Roth IRAs

mariorhernandezmariorhernandez   February 22, 2017
(Updated: February 22, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Excellent review of an RMD withdrawal approach

mariorhernandezmariorhernandez   October 23, 2016
(Updated: October 23, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Good webinar!

132 results - showing 1 - 25