Reviews written by NLT2010

Very much a 30,000 foot view. Need to find out more about the other 3 courses before signing up.

Very thought provoking webcast tying asset allocation to withdrawal methods, and what combinations are successful.

I give Glenn lots of credit for providing a tool that can help advisors help their clients be able to make intelligent decisions about their LTCi policies. Also, re the...

I thought Fritz did a very good job of giving historic perspective to the issues of today-soaring inflation, rise in oil prices, a rising interest rate environment and a geopolitical...

I was somewhat disappointed, given the title of the presentation. While Craig highlighted the assets in his 7/12 portfolio that did well in high inflation environments, there was only...

Bob is always very informative and prepared for these monthly presentations.

The topic for today's webinar was less useful for me since I have only a few clients where the content would fit.

With Bob it's always drinking from a fire hose, so it's necessary to go back and review the slides, but I appreciate the amount of material he covers. I...

I thought the webinar was excellent and the charts provide historical perspectives and the news articles provide color to the presentation.

Good summary, but, for those who didn't attend all 10 prior sessions, could have used more time on the 2nd half of the slides.

I felt that the session was rushed in order to have 15 minutes for Q&A. Better if the full hour was used for his presentation and those that want...

I thought the presentation was informative, although I had a different impression of webcast contents when I registered. I thought the class was intended to help advisors explain investment...

Always very informative and up to date. I would have stayed longer for Q & A or had Qs answered during the presentation.

Always informative and provides food for thought. With this particular webinar, I need to go through the slides again, because a lot of material was covered.

Very good primer to concepts & definitions of trusts & estates

Excellent presentation. I would have preferred Q&A in 15-minute segment after the 60-minute presentation. Hence, my score of 8 to Q2.

Worthwhile, although a lot of charts are presented very quickly with little time to process except at a high level.

Very useful that you incorporated the actively managed non-US fund into a diversified portfolio to determine its impact in the context of the entire portfolio, not isolated by itself. ...

Always loaded with thought-provoking information which could use another 15 minutes to absorb and consider.

Excellent. Craig takes the time to allow the info to sink in and then he follows up with summaries and takeaways. It's clear that he's a professor in...

Excellent presentation and timely. My #9 rating on Q.2 was lower only in that there was a lot of info and variables to absorb, which, for me could have...