Reviews written by LLC1313
LLC1313
August 24, 2021
10 |
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keeps getting better and better!
LLC1313
August 17, 2021
10 |
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Another great session!
LLC1313
August 10, 2021
10 |
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Lots to think about. Hard to capture all of it in an hour. Any thoughts on making a session a bit longer (e.g., 90 minutes) - where warranted -so...
LLC1313
July 27, 2021
10 |
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Great, again. Frank provided some nice concise strategies to aid in helping allay clients fears
LLC1313
July 21, 2021
10 |
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This was a bit too 'light' in content - most Financial Advisors/Planners know the majority of the content presented today was very basic.
LLC1313
July 13, 2021
10 |
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I think Frank did a great job disecting the 3 types of trust, provided very clear examples and gave practical ways to increase trust for all 3 types! And, provided...
LLC1313
June 23, 2021
10 |
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overview was great! looking forward to the 2nd class!! Great job at putting this together with Frank, Andy.
LLC1313
February 23, 2021
10 |
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great info. would be even better if you made the content more interactive so that we have the opportunity to ask (more) questions. ever consider making the content time 10...
LLC1313
November 18, 2020
8.0 |
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The webinar was helpful because it provides some real numbers behind the 3 options discussed. It is helpful to have the quantitative knowledge on what it really means when...
LLC1313
November 16, 2020
9.0 |
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Too basic in the 1st half but Glen did better in the later part of the presentation when he went through the various Estate strategies to consider (e.g., FLPs, IGITs,...
LLC1313
October 07, 2020
9.0 |
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would be nice if we could go thru some of the strategies by example vs. talking about multiple strategies at a very high level and cover each of them over...
LLC1313
September 23, 2020
10 |
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great. maybe craig can share what the new economy report for $75 entails next time he speaks
LLC1313
August 26, 2020
9.0 |
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always learn something from Craig
