Reviews written by roeroge
roeroge
August 08, 2022
10 |
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Love the charts with the different timelines and the events...so informative!
roeroge
July 11, 2022
10 |
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Very informative. The charts make it truly impactful.
roeroge
June 22, 2022
10 |
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Great session and good review of all IRA aspects!
roeroge
May 31, 2022
10 |
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Definitely perfect for today's environment; provided great tips to help us help our clients through these trying times...ourselves as well
roeroge
January 12, 2022
10 |
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Very informative. Get tip on filing the 90100-3 for portability purposes!!!
roeroge
April 21, 2021
10 |
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Very informative and very frightening!!!
roeroge
November 16, 2020
10 |
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Glenn was awesome...thank you! Can we get copies of the slide presentation?
roeroge
November 11, 2020
10 |
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Great information but so scary!
roeroge
September 09, 2020
10 |
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A great deal of "food for thought" on many facets; financial, tax and estate planning.
roeroge
May 20, 2020
10 |
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Thought it was an amazing summation of all the new rules and regulations that have been passed due to the pandemic
roeroge
April 13, 2020
10 |
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The charts said it all! We're going through an extremely tough time now, but Fritz gave us "some light at the end of the tunnel"!
roeroge
March 25, 2020
9.0 |
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Really enjoyed his spreadsheet with the various withdrawal rates and the effect on the portfolio
roeroge
March 11, 2020
10 |
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Very informative with some great tax planning ideas.
roeroge
May 22, 2019
5.0 |
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Was very informative; but a very complicated issue that needs much further clarification and discussion.
