Reviews written by tadgray

4 results - showing 1 - 4  
 
 
Investment Basics For Advisors To Teach Prospects And Clients
Webinars
tadgraytadgray   August 24, 2016
(Updated: August 24, 2016)
5.0
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very good; it's so easy to "talk above" people, it's helpful to get a reminder on ways to tell the simple story. Love the salsa metaphor.

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Year-End Tax Planning For Investment Advisers
Webinars
tadgraytadgray   August 27, 2015
(Updated: August 27, 2015)
4.0
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What Financial Advisors Must Know About Retirement Income Tax Planning
Webinars
tadgraytadgray   June 25, 2015
(Updated: June 25, 2015)
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Everything A Financial Advisor Needs To Know About College Funding And Taxes
Webinars
tadgraytadgray   April 23, 2015
(Updated: April 23, 2015)
4.0
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4 results - showing 1 - 4