Reviews written by jforbes

10 results - showing 1 - 10  
 
 
jforbesjforbes   August 19, 2019
Rating 
 
5.0

Helpful overview and introduction to a variety of different trusts. Would absolutely be open to deeper education on the topic.

jforbesjforbes   July 24, 2019
Rating 
 
5.0

Easy to follow and stayed on track.

jforbesjforbes   March 27, 2019
Rating 
 
4.0

I expected the session would more closely respond to Fritz's comments rather than point to alternative indexes as the solution. It was helpful and Craig made good points about not...

jforbesjforbes   December 25, 2018
Rating 
 
5.0

Very helpful perspective to calm the fears. Lots of useful information to share with clients.

jforbesjforbes   October 08, 2018
Rating 
 
5.0

Lots of content that provided a helpful view of the economy at large, often pointing out errors presented in articles and reports across the media. Plenty of helpful nuggets for...

jforbesjforbes   April 19, 2017
(Updated: April 19, 2017)
Rating 
 
3.0

Overall, content was good, but there were some more specific content details that were missing.

jforbesjforbes   March 23, 2017
(Updated: March 23, 2017)
Rating 
 
5.0

Webinar was great. The material was relevant and something I will be showing others in the office. I only got two survey questions, when there usually are three, but I...

jforbesjforbes   February 23, 2017
(Updated: February 23, 2017)
Rating 
 
4.0

Strong content. There were some areas that could have used some additional explanation, so a paring down of materials to better fit a 60 minute time goal might be better....

jforbesjforbes   February 13, 2017
(Updated: February 13, 2017)
Rating 
 
5.0

Informative and helpful in communicating to clients and setting expectations.

10 results - showing 1 - 10