Reviews written by jforbes

I am so excited for the scope of this course. It will be really beneficial and helpful. Thanks for putting it together!

Thought provoking and led me to reconsider some of our methods we've used for decades here.

Great as always. Fritz's perspective is a refreshing element of reality.

Informative and helpful as always!

Excellent as always. Not sure how to answer questions 1-4 as they provide response options from 0-10 with 5 is best listed in parentheses. So my 5 is intended to...

Some of the topics felt a little too unique in their application possibilities and more time was focused there than needed, but overall, a worthwhile time.

Helpful overview and introduction to a variety of different trusts. Would absolutely be open to deeper education on the topic.

Easy to follow and stayed on track.

I expected the session would more closely respond to Fritz's comments rather than point to alternative indexes as the solution. It was helpful and Craig made good points about not...

Very helpful perspective to calm the fears. Lots of useful information to share with clients.

Lots of content that provided a helpful view of the economy at large, often pointing out errors presented in articles and reports across the media. Plenty of helpful nuggets for...

Overall, content was good, but there were some more specific content details that were missing.

Webinar was great. The material was relevant and something I will be showing others in the office. I only got two survey questions, when there usually are three, but I...

Strong content. There were some areas that could have used some additional explanation, so a paring down of materials to better fit a 60 minute time goal might be better....

Informative and helpful in communicating to clients and setting expectations.