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20+
Years of Experience4.7/5
Average Rating85%
Avg. Completion Rate30+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
Poor
PT
Could not get the printed material
JK
Good Webinar--Comprehensive-Great Instructor
NW
MY OVERALL EXPERIENCE WITH THIS COURSE WAS GOOD. THE ONLY AREA THAT NEEDS TO BE IMPROVED IS THE HANDOUT MATERIALS SHOULD BE AVAILABLE TWO TO THREE HOURS PRIOR TO THE COURSE START TIME. SOME COURSES HAVE THE HANDOUT MATERIALS AVAILABLE WITH THE E MAIL RECEIVED ON THE DAY OF THE COURSE AND OTHERS (THIS COURSE) THE HANDOUT MATERIAL IS ONLY AVAILABLE MINUTES BEFORE THE COURSE START TIME IN THE CHAT AREA. I LIKE TO REVIEW THE COURSE MATERIAL SEVERAL HOURS BEFORE THE BEGINNING OF THE COURSE. THERE NEEDS TO BE MORE CONSISTENCY CONCERNING WHEN AND WHERE THE HANDOUT MATERIALS ARE AVAILABLE. THANK YOU.
DK
Instructor did a great job
VP
Well-paced and easy to understand.
AL
very detailed info in handouts and excellent instructor
LS
Overall a well rounded presentation on Roth-IRAs. I wish it would have focused more on back door and mega back door.
GW
I learned a lot about Form 1041. The instructor was very knowledgeable and a likable person.
CS
Information was vary informative and what I need to make sure I do my job to the best of my ability
AN
n/a
YL
good
SM
Interesting presentation
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
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