Reviews written by gmpnyny

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very good...the application has been improved greatly.

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very much enjoyed the content...good pacing good explanation

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excellent gave me great ideas about how to better leverage tax brackets with my clients especially those nearing RMD age

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well worth the time if you have clients with stock options and restricted stock

excellent but too much material for 1 hour....its 5 10 and he just finished the presentation.

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Yes as a CFP working in an RIA, I listened even though I got no credit. My firm went through an audit last year and I wanted to make...

well worth the time to identify problem areas that could require additional research.

the software fills a gap that is really needed in this time when many people are retiring and don't have pensions.

too much material in too short a time. also the webinar ran over with too much advertising.

the speaker seemed disorganized

this is a very complex topic....it would be good to offer additional sessions and dig even deeper into one of the topics he covered