Reviews written by TerryG@SFM

3 results - showing 1 - 3  
 
 
TerryG@SFMTerryG@SFM   March 30, 2021
8.0
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Great research into rolling withdrawals. This is great to communicate with clients

TerryG@SFMTerryG@SFM   March 08, 2021
10
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Definitely data driven, but math does not lie. Thus the predictive power of the data is that the economy is poised for growth with little recession risk ...

TerryG@SFMTerryG@SFM   August 23, 2020
7.0
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Complex subject matter and after listening, I gained a deeper understanding about so some key estate planning techniques that all should use, as well as attractive tax and gift tax...

3 results - showing 1 - 3