Reviews written by rholif
4 results - showing 1 - 4
rholif
January 28, 2020
9.0 |
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This was a little too technical for my taste. I would have liked more basic info and a case study.
5.0 |
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Great tips! I particularly liked the mention of how FAs need to be proactive in dealing with taxes. I have had some trouble with accountants not planning for clients....
5.0 |
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Lots if good info. It moved a little fast for me to take good notes though.
4 results - showing 1 - 4
