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Scary to realize that our clients read those newspapers. Ending comment to diversify and rebalance says it best.
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Clear and concise. Will be interesting to check with my CPA friends after tax season to see what they are doing with their clients.
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2 hours were perfect. Need to get membership info.
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Finally understanding the 20% deduction. A lot of accountants do not understand this code section yet.
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I always learn something new or a different way to explain the benefits of diversification.
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important to hear this information over and over so it finds it's way into our conversations
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Great value
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Planning ideas were useful
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Great refresher
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Two hours non-stop. Great program.
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Different perspective
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Very current