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21+
Years of Experience4.7/5
Average Rating95%
Avg. Completion Rate100+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
Poor
DD
Good class. Lots of information. I liked that we walked through some calculation examples. Overall solid presentation with good documents to go back and reference.
MW
It's always good to review retirement accounts and there have been a lot of changes lately, so it was great to go through everything with an experienced and knowledgeable professional.
AF
Great materials and presentation.
RO
Using zoom worked generally really well. This particular topic seemed to go jump around within the subtopic and would have like a clear agenda plan for such a detailed matter.
MH
Webinar was well done, material was very useful and the pace was just about right.
SD
Very good quality course. Instructor did a great job.
LK
Really appreciated the Hands On Experience.
MK
It was tough requires more time to absorb the literature
JJ
Amazing instructor, look forward to more of his classes
LM
It was an ok seminar and instructor was totally fine. However, it was more at a beginning level that I did not need.
KH
Very informative!
KG
A lot of good info and enough breaks in between to keep from feeling like it was too long
J. Patrick Garverick CPA (US), CFP®
The Garvs, LLC (dba The Tax U)
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