Reviews written by EveKaplan

Needs to be a little shorter...to fit the designated time

Insightful observations every time!

content was excellent, well explained (as is always the case with Craig)

Fritz gives me a tremendous shot in the arm each month. He is an excellent resource.

Keebler is the best. I especially was interested in the pros and cons of S Corp vs. LLC structures - very helpful.

Content pass through a little too fast. 089294

content was timely and intelligent.

It's reassuring to have someone hold our hands (remind us regarding the facts) - just as we hold our clients' hands!

I try to attend every month!

excellent, as always

Fritz is the best!

Fritz always is excellent!

Fritz always is excellent

he is excellent - gives me confidence every time to keep my weightings in stocks

Keebler is the best when it comes to the topic of tax-wise investing and tax-savvy financial planning

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Keebler's mention of portfolio construction along tax-efficient lines, given the new 3.8% tax

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Content was timely and helpful

Content and suggestions were very good - some food for thought!

Robert Keebler's excels at explaining sophisticated tax and investment strategies appropriate for high net worth clients.

I thought Doug had excellent content - it just would have been enhanced with more graphics (less words, fewer charts). It also was a little hard to hear Doug, even...

I guess my only "complaint" was that there was a lot to digest - looking forward to Robert's other upcoming webinars