Reviews written by myrnam605
myrnam605
October 05, 2021
10 |
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Loved every aspect! Great to review likely conversations ahead with clients and options as to how to address in healthy manner
myrnam605
September 28, 2021
10 |
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will highly recommend to colleagues
myrnam605
September 14, 2021
10 |
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love the detail and ideas for incorporation
myrnam605
August 31, 2021
10 |
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interesting and applicable. I could definitely find these characteristics i.e. openness, conscientious, agreeable very identifiable ! In other words "GREAT". (Andrew)) :)
myrnam605
August 25, 2021
10 |
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i enjoyed the risk/return graphs covering each decade. Very interesting.
myrnam605
July 27, 2021
10 |
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excellent ideas to instill sense of control. Love the Crisis Plan concept
Webinars
myrnam605
May 19, 2021
10 |
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excellent and thorough
myrnam605
February 23, 2021
10 |
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excellent.....love the spreadsheet demo Craig!
myrnam605
January 25, 2021
10 |
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excellent content and educator skills CRAIG. Love the visuals too!
Webinars
myrnam605
July 27, 2020
7.0 |
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much needed webinar! Thank you!
Webinars
myrnam605
February 19, 2020
10 |
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very essential coverage of ROTH IRA w the Secure Acdt
