Reviews written by dlloyd

11 results - showing 1 - 11  
 
 
dlloyddlloyd   January 20, 2021
10
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so useful and relevant

dlloyddlloyd   January 11, 2021
10
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FANTASTIC!!

dlloyddlloyd   December 22, 2020
10
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dlloyddlloyd   December 15, 2020
10
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Really informative & putting a unique twist on decumulation strategies

dlloyddlloyd   December 07, 2020
10
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really great!

dlloyddlloyd   November 18, 2020
10
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Great. It will give me more confidence when talking clients through tough performance periods

dlloyddlloyd   November 16, 2020
6.0
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too long

dlloyddlloyd   November 11, 2020
10
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thought provocative

dlloyddlloyd   September 09, 2020
8.0
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Good heads up, but hard to implement strategies when outcome of election is unknown. I'm keeping fingers crossed for continued current tax environment.

dlloyddlloyd   September 07, 2020
10
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Very useful and meaningful presentation

dlloyddlloyd   February 19, 2020
10
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one of the best demonstrations

11 results - showing 1 - 11