Reviews written by aubreym858
5.0 |
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Different and entertaining - liked it
3.0 |
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5.0 |
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as usual...just great
5.0 |
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Always great presention
2.0 |
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unfortunately we can only compare to Fritz...which is always lively and clear
5.0 |
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Suggest planning for more time with Fritz....
5.0 |
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Alwyas good...personally, I'm absolutely ok with planning Fritz meeting to 1:15hours...
3.0 |
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5.0 |
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Bottle Fritz and keep him very safe - great presentation....as usual
3.0 |
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5.0 |
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3.0 |
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5.0 |
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This was one of his best...he is a real value to a4a !
4.0 |
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5.0 |
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On Bob's next....discuss options for individuals with large IRA's (over $2M) and are in or nearing RMD. Always a great one
5.0 |
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5.0 |
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always great
5.0 |
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5.0 |
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5.0 |
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5.0 |
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always very helpful. Suggested topic: How to take RMD from a large IRA or DBPP in the most efficient manner.
5.0 |
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If a planner has a big case, is Bob available to provide inpuit - does he do hourly? Rate? What information would be needed? Does he have a questionnaire?...
5.0 |
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5.0 |
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Always greatly appreciated...
