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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
MW
Great instructor.
CW
It was an okay class
CW
A quick summary of the One Big Beautiful Bill.
DS
This is a complicated topic and requires thorough understanding of your client's income and investments to be able to provide them correct tax advice for their situation. At least, the material gave me a target group to further investigate choices they are in a position to make. I desire to learn more about this topic and feel encouraged to better understand the ins and outs of retirement planning. I am sure to review not only the handouts in the future, but also desire to read more in the reference materials suggested by Mr. Pon.
JL
Excellent presentation. It covered all of the key points clearly and with enough detail to make the information useful
LM
This was an interesting course. The back door Roth information was especially interesting. I would recommend this course.
SD
Thank you for educating us & starting 1 credit 1 meal program. We are happy that we are feeding a needy person by educating ourselves
RS
I enjoyed the presentation. The presenter was easy to understand and was knowledgeable in the subject. The powerpoint presentation is a good reference tool.
TH
thx
NL
Good
LS
Great summary.
DN
The lecturer was extremely knowledgeable about a subject that was much more complex than I knew. He offered many examples of how to apply tax planning to the use of various kinds of Roth IRAs.
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
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