Reviews written by trevinkent
trevinkent
August 03, 2020
8.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
I would have appreciated more insight into the details of what they offer, but perhaps that info is coming in Part 2... Also, your submission page (https://advisors4advisors.com/behavioral-finance-assessment) is NOT...
trevinkent
July 29, 2020
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Presenter needed more slides & content, rather than just bullet/talking points.
trevinkent
July 08, 2020
10 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Excellent! Please elaborate a little bit more on the income tax bracket research you have done surrounding ROTH Conversions (when they make sense & when they don't).
Webinars
trevinkent
December 12, 2018
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Presentation was a bit scattered.
trevinkent
October 30, 2018
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Good, but lots of unaddressed variables (i.e. lower interest rate environment currently, sequence of return risk in starting years like 1999 & 2007, & etc.)
trevinkent
May 07, 2018
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Detailed but concise and to the point.
