Reviews written by davis-atlanta1

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Informative but not particularly polished. However, informative is better than polished!

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Maybe a little more focus on those in less than the TOP couple of tax brackets. Tax planning benefits those folks as well, and many of our clients are middle-income....

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Top-notch expert in his field, with the unusual ability to communicate that knowledge to a broad audience!

Compelling stuff, albeit leading to a more direct commercial pitch than you hear from most educators.

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BJ is obviously a brilliant, knowledgeable analyst on oil and gas, but he is NOT an expert on Energy Investing broadly speaking. This should have been entitled "A Planner'sGuide to...

Bob covers a LOT of ground. Perhaps a little less material?

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A true expert... sometimes speaking a bit elliptically, but that's understandable.

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Awkward slide coordination. Better to remind the presenter that HE is controlling the slides.

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Exactly the kind of engaging and thought-provoking webinar that makes A4A so valuable, especially to a fairly new practitioner.

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