Trust Topics And Trends For Financial Advisors
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16 reviews with 5 stars
(Updated: October 11, 2012)
davidh540
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These comments apply to Rothschild not Keebler. Excellent comments with good handouts.
Should be a repeat guest.
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(Updated: October 11, 2012)
5.0 |
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This was an awesome introduction to trusts and some key issues. I now want to learn more about how to apply the trust concepts in my financial planning practice.
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(Updated: October 11, 2012)
5.0 |
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(Updated: October 11, 2012)
5.0 |
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Excellent! Gideon Rothschild explains complex topics in a manner that is easy to understand. Kudos to having him as one of your regular presenters; he is terrific!
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(Updated: October 11, 2012)
5.0 |
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Gideon did a nice job with the presentation.
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