Reviews written by NLT2010

35 results - showing 1 - 25  
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NLT2010NLT2010   May 09, 2022
10
Average Attendee Rating
Poor Average Excellent

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

NLT2010NLT2010   April 26, 2022
10
Average Attendee Rating
Poor Average Excellent

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

NLT2010NLT2010   March 21, 2022
9.0
Average Attendee Rating
Poor Average Excellent

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...

NLT2010NLT2010   March 07, 2022
10
Average Attendee Rating
Poor Average Excellent

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...

NLT2010NLT2010   January 12, 2022
10
Average Attendee Rating
Poor Average Excellent
NLT2010NLT2010   December 15, 2021
9.0
Average Attendee Rating
Poor Average Excellent

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...

NLT2010NLT2010   December 14, 2021
10
Average Attendee Rating
Poor Average Excellent

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

NLT2010NLT2010   November 17, 2021
9.0
Average Attendee Rating
Poor Average Excellent

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

NLT2010NLT2010   October 20, 2021
10
Average Attendee Rating
Poor Average Excellent

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...

NLT2010NLT2010   October 11, 2021
10
Average Attendee Rating
Poor Average Excellent

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

NLT2010NLT2010   September 28, 2021
9.0
Average Attendee Rating
Poor Average Excellent

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.

NLT2010NLT2010   September 22, 2021
8.0
Average Attendee Rating
Poor Average Excellent

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...

NLT2010NLT2010   September 20, 2021
10
Average Attendee Rating
Poor Average Excellent

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...

NLT2010NLT2010   September 13, 2021
10
Average Attendee Rating
Poor Average Excellent

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

NLT2010NLT2010   August 18, 2021
10
Average Attendee Rating
Poor Average Excellent

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.

NLT2010NLT2010   July 21, 2021
10
Average Attendee Rating
Poor Average Excellent

Very good primer to concepts & definitions of trusts & estates

NLT2010NLT2010   July 12, 2021
10
Average Attendee Rating
Poor Average Excellent

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

NLT2010NLT2010   June 07, 2021
9.0
Average Attendee Rating
Poor Average Excellent

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

NLT2010NLT2010   May 25, 2021
10
Average Attendee Rating
Poor Average Excellent

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. ...

NLT2010NLT2010   May 19, 2021
10
Average Attendee Rating
Poor Average Excellent

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

NLT2010NLT2010   April 21, 2021
10
Average Attendee Rating
Poor Average Excellent
NLT2010NLT2010   March 30, 2021
10
Average Attendee Rating
Poor Average Excellent

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...

NLT2010NLT2010   February 23, 2021
10
Average Attendee Rating
Poor Average Excellent

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...

NLT2010NLT2010   February 17, 2021
10
Average Attendee Rating
Poor Average Excellent
35 results - showing 1 - 25  
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