Reviews written by Celia
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
I was happy to know that this resource is available.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
I'll be looking for updates on this topic. I've been looking for ways to gauge optimal uses of SPIAs in combination w/ stocks and bonds, really happy to see...
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
I was glad to attend a webinar on compliance; I'd like to see this happen at least a couple times a year.
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
It was a huge amt of material in a short time. For me its main benefit is to point out topics to research further.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Celia
July 06, 2010
Quirky but works
ok
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Plenty of food for thought! I will be sure to visit the estate-planning issues related to IRAs even with clients with smaller estates.
Celia
March 25, 2010
Ok for now
I may move to Redtail as my practice grows.
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
I'm very intrigued that this approach may help me better interact with clients regarding their life goals. I have been attempting a life-based approach since I started my...
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
very interesting, esp. his change of heart re reverse mortgages and SPIAs.
