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Nice to go deep on one topic.
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Keeps getting better and better.
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I have attended all 5 sessions. It keeps getting better and better. I could have used this information earlier in my career. Fortunately I was introduced to a lot...
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Great presentation as usual.
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Always great to hear Robert update
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I always look forward to Fritz making a complex subject understandable. Would like to hear Fritz more frequently.
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Nice to have Craig as part of my investment research.
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Informative and to the point as usual.
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I learn something every time Craig presents.
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Great way to start the year with amazing content.
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Fritz always leaves me with great talking points. Going on 5:15 conference call new client.
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Nice overview. Reminded me to make sure college students and even young adults have power of attorney and heath directives.
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Very comprehensive. Cybersecurity is scary.
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Timely Information. Now that most everyone has filed their 2019 return it is time to review 2020 for Roth Conversions as well as returning RMDs. lots of great...
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Craig is always clear and concise.
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A great recap of last few months.
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Reminded me to subscribe to Craig's material.
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Fritz takes a complicated topic and makes it easier to communicate to clients. Always look forward to these sessions.
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Reassuring that we are giving advice to clients based on real data.