Trust Topics And Trends For Financial Advisors

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5 reviews with 3 stars

27 reviews

 
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(5)
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(Updated: October 11, 2012)
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Estate planning. Good information but a bit disjointed, materials were kind of dull.

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(Updated: October 11, 2012)
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Extremely Informative, thank you.

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(Updated: October 11, 2012)
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(Updated: October 11, 2012)
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Ok. Presentations like this tend to be a little dry unless visual diagrams accompany the dialogue.

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(Updated: October 11, 2012)
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Great topic. It would be helpful if the topic was broken into several sessions (e.g. 101, 102, 103). I would find it more useful if case studies were used showing how various estate planning added value to the client

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5 results - showing 1 - 5