40+
Years of Experience4.4/5
Average Rating89%
Avg. Completion Rate50+
Number of CoursesKnowledge You Need, From Experts You Trust
Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
1 Credit
Nov 27, 04:00 PM EST
1.5 Credits
Nov 30, 12:00 PM EST
.webp-1778520067 "Risk Management in Financial Planning: OBBBA & Regulatory Updates")
2 Credits
Nov 30, 12:30 PM EST
1 Credit
Dec 01, 02:30 PM EST
1 Credit
Dec 02, 04:00 PM EST
1 Credit
Dec 03, 10:00 AM EST
Discover ratings and feedback from learners who have gained valuable insights.
MS
Enjoyed the whole presentation, well prepared!
BI
Very informative
LS
Great
HZ
Good information
VS
WENT AT A PACE YOU COULD UNDERSTAND.
KC
Good basic review of U.S. taxation and recent changes.
JP
Awesome
KS
My overall experience of the webinar was excellent. There some polling glitches but the staff was great at resolving after the event.
NJ
learned quite a bit on tax planning
DB
Great course. I was interested in adding Financial Planning to my practice. I think this course helped talk me out of it.
JR
scope as expected
NW
The instructors voice was often challenging to understand/slurred.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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