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Years of Experience4.7/5
Average Rating85%
Avg. Completion Rate30+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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KA
Very good, speaker was excellent, Took a difficult and complicated topic and made it understandable!
CM
The course was very thorough, but more time could have been given to the subject, with a few more examples.
LS
Larry did a great job on explaining IRAs in detail - really appreciated the tax planning aspect to the presentation
JG
This professor is quite simply the most effective and knowledgeable person I have come across on your platform. BRAVO!!!
HB
Great webinar. The only thing was the volume was extremely low. I had everything turned up to the max and it was still very low.
KB
It was really great tax planning concepts that one should look out for. Really helpful for planning the taxes of the clients. Thanks
VM
I appreciated the tax planning that was incorporated into the training. Very nice little course. I will look for more courses from this instructor.
AP
Lawrence Pon had a great presentation... good examples and kept it interesting..
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.
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.
RL
Tries to cover too much too fast.
GD
There should be a minimum of 10 questions on these Assessments
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
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