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Helping Business Owners Choose the Perfect Retirement Plan

Ratings and Review

4.6

206 Ratings

Excellent

140

Very Good

59

Average

7

Poor

0

Terrible

0

AC

Angela Coke, CPA (US)

Mar 23rd, 2021

This presenter was one of the most effective and enthusiastic I have seen. The slideshow could have been a little bit more detailed for continued reference, but the conciseness is also appreciated. This topic is a pretty involved one....I would like to see a 2 or 3 hour seminar to allow for a bit more discussion and depth.

BS

Brian Shade, CPA (US)

Mar 4th, 2021

Super interesting Webinar on retirement that anyone can use even if their current job responsibilities are not related to the topic. i would listen to more webinars from this presenter on the topic

JB

John Barrett, EA

Mar 24th, 2021

One of the best instructors, great slides, was focused on the program. Did not stray off on items not relevant, like a couple of instructors. I will review this webinar online again

LC

Laura Caiafa, EA

Mar 4th, 2021

I thought the presenter and the material was helpful and relatable to my clients. Very informative and helpful CPE.

CM

Colleen Mccabe, EA

Mar 4th, 2021

I'm frequently asked retirement plan questions, and I'm not really prepared to answer them. This was beneficial.

Subject Area

Taxes

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