Reviews written by Vestpointe

As always, Craig's information is very interesting and reassuring.

Very important information for those practicing in the trusts and estates area.

Great webinar. Lots of technical information to cover in one hour.

Great information and food for thought. Would like to know more about how to get access to slides and/or spreadsheet.

Very thought provoking. LTC is such a tough area of the financial plan to manage. I appreciate being presented this information.

As usual, great information to know and be reminded of.

Great information as always. Even the repeat material is good to hear again and bring back to memory.

Very timely and great information.

As always, great information to have available when talking to clients.

Great info as usual!

Very good information. Not sure if presenting the technical details to clients is helpful. Knowing what the historical results say definitely is. and having the information is available. Also, might...

Great information and analysis.

Great summary of these rules and issues.

Very interesting data. I am wondering what the key takeaways are according to Craig? To me I think the key data was at the end where the different portfolios are...

Great information and thought provoking for good planning.

Great information as usual. Really helps keep things in perspective vs. what we hear in the news every day.

Great summary of trust taxation.

I understand that Fritz has gotten a lot of heat for going over on time. However, it seems sticking to one hour is pretty difficult without leaving out important information....

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