Reviews written by CAB

3 results - showing 1 - 3  
 
 
Crucial Conversations: A New Retiree's Bear Market Risk
Webinars
CABCAB   September 26, 2018
5.0
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Good info. In reality, clients will not stick to a set withdrawal rate and that is where the emotions over down markets come into play.

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New Tax Law Requires New Year-End Tactics
Webinars
CABCAB   November 30, 2017
(Updated: November 30, 2017)
5.0
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Good information

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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
CABCAB   July 26, 2017
(Updated: July 26, 2017)
5.0
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This could be a 1 1/2 hour session or 2 hour

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3 results - showing 1 - 3