Reviews written by Gibson
7 results - showing 1 - 7
Gibson
January 21, 2019
Rating
4.0
Generally, the examples are used are more relevant to very high net worth clients.
Gibson
January 14, 2019
Rating
4.0
Interesting information and slides with a lot of encouraging information. However, did not see slides that address the US Deficit and unfunded entitlements. Also, how is the US...
Rating
5.0
Well done presentation that kept things simple.
Rating
4.0
Webinars
Rating
4.0
Very well done, but would have been more effective to show some charts with additional asset classes.
Rating
4.0
Well done, but could have been more expansive on financial aid options. Also assumed that Grandparents were doing a lot of the funding of college, which is not all...
7 results - showing 1 - 7