Reviews written by tom@bodefinancialgroup.com

Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keebler's June Tax Class

Webinars

tom@bodefinancialgroup.com June 22, 2022

10
Average Attendee Rating
Poor	Average	Excellent

bob is always superb - worked with at PwC in 1980s - suggestion: update the handouts to the new current limits effective in 2022 - i think it makes it...

Read Review Comments (0)

Roth Conversion Considerations; Robert Keebler

Webinars

tom@bodefinancialgroup.com April 13, 2022

10
Average Attendee Rating
Poor	Average	Excellent

superb

Read Review Comments (0)

Tax Reform: An Overview And Summary Of What Advisors Must Focus On Now

Webinars

tom@bodefinancialgroup.com December 14, 2021

10
Average Attendee Rating
Poor	Average	Excellent

Just joined Advisors4advisors this morning when I saw Bob was speaking today. Extremely timely topic as there is confusion as to what, if anything has/will pass Congress/etc. Superb...

Read Review Comments (0)