Reviews written by joang508

4 results - showing 1 - 4  
 
 
The New Estate Planning Landscape
Webinars
joang508joang508   January 28, 2010
(Updated: January 28, 2010)
5.0
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Wonderful. Just met with an attorney with a client of mine. This helped me understand what she was recommending. Although, I do want to question her on...

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2010 Compliance Planning For RIAs
Webinars
joang508joang508   October 29, 2009
(Updated: October 29, 2009)
5.0
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Using LinkedIn To Attract New Clients
Webinars
joang508joang508   April 30, 2009
(Updated: April 30, 2009)
4.0
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cpe credits for cpa's

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Compliance Issues Posed By LinkedIn, Blogs, And Social Networking
Webinars
joang508joang508   April 02, 2009
(Updated: April 02, 2009)
4.0
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Obtain CPA CPE's for them.

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4 results - showing 1 - 4