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30+
Years of Experience4.5/5
Average Rating89%
Avg. Completion Rate150
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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AW
Great presentation.
LM
This was a quick overview of items to prepare for when executing a will and or a trust. Biggest takeaway is to have a good team on board to prevent issues and to review estate plan periodically.
JG
Great information.
PJ
great info and presentation
JM
Another good session!
JM
Great session!
WG
Enhanced knowledge I've acquired over years.
EM
Candid and insightful presentation on a tough topic, but the presenter provided solid insight on how to come through the ordeal in good shape.
JS
Good presentation on the topic of Estate Planning and wills. I would recomend this topic for CPAs working with anyone in retirement.
SX
was information applied real life case studies
LA
This was very informative and Irene was a good presenter
MP
Great info and I really enjoy listening to this instructor.
Ilene Slatko
DSS Consulting
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