Reviews written by mwood19

4 results - showing 1 - 4  
 
 
A Financial Advisor's Guide To College Funding
Webinars
mwood19mwood19   May 05, 2016
(Updated: May 05, 2016)
4.0
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I think Bob knows other topics better than this one. I'm curious as to whether there is any potential that the owner could have a 529 included in their estate....

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Best Practices For Financial Planners In Minimizing Estate Tax
Webinars
mwood19mwood19   July 30, 2015
(Updated: July 30, 2015)
5.0
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Excellent - thank you!

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Data Breaches And Cyber-Liability For Advisors
Webinars
mwood19mwood19   January 08, 2015
(Updated: January 08, 2015)
4.0
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Keebler’s Analysis Of 2013 Tax Planning Opportunities
Webinars
mwood19mwood19   February 28, 2013
(Updated: February 28, 2013)
5.0
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4 results - showing 1 - 4