Reviews written by jbernier

2 results - showing 1 - 2  
 
 
2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
jbernierjbernier   February 26, 2015
(Updated: February 26, 2015)
3.0
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to much material, need copies of material

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How To Run An RIA Utilizing Tax-Efficient Investment Techniques
Webinars
jbernierjbernier   February 19, 2015
(Updated: February 19, 2015)
5.0
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excellent

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2 results - showing 1 - 2