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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.
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Average
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LN
Excellent presentation. Slides were terrific.
HH
Covered a wide range of options and scenarios which i like.
CD
A lot of options for the Roth. Breaking it down so everyone can understand is helpful
LS
Great summary.
KL
Informative webinar and experienced instructor
DH
Presentation was informative and instructor was thorough. Easy follow.
SC
Good information. Very helpful and useful.
SM
Interesting presentation
DK
Instructor did a great job
MG
Information was useful in an easy to understand format
CK
Good insight into what could potentially become the law.
MM
Excelent Instructor.
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
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