Reviews written by skips303

5 results - showing 1 - 5  
 
 
skips303skips303   January 12, 2012
(Updated: January 12, 2012)
5.0
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Apollo was great! This was the best explanation I've heard about the 401k opportunity for fiduciary advisors.

skips303skips303   July 21, 2011
(Updated: July 21, 2011)
4.0
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FSI's views on the SRO issue are well-known. Presenters did a good job of summarizing their case. Good to hear their prediction of the timeline this action is...

skips303skips303   June 24, 2010
(Updated: June 24, 2010)
5.0
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Good material. Obviously many participants are novices in the 401k world... good candidates for Mr. Epstein's 401k Coach services.

skips303skips303   May 06, 2010
(Updated: May 06, 2010)
4.0
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Very good summary of legislation. Ran over time slot.

skips303skips303   January 07, 2010
(Updated: January 07, 2010)
2.0
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Material didn't break any new ground, at least for me. Probably a good overview for many advisor participants. Back-and-forth Handoff of headset was awkward as Mary noted....

5 results - showing 1 - 5