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Reviews written by kateholmes

3 results - showing 1 - 3  
 
 
2016 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
kateholmeskateholmes   February 25, 2016
(Updated: February 25, 2016)
5.0
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He's always great and informative!

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A Fiduciary's Guide To Serving Active And Retired U.S. Military
Webinars
kateholmeskateholmes   January 14, 2016
(Updated: January 14, 2016)
5.0
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Good energy. That's not always easy on a webinar! The watermarks on the slide were a tad distracting and probably a bit more than necessary but that's OK. ...

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What Markets Are Completely Missing About 2016
Webinars
kateholmeskateholmes   January 07, 2016
(Updated: January 07, 2016)
4.0
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3 results - showing 1 - 3