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Advisors Guide to Mastering Beneficiary Designations

Ratings and Review

4.6

49 Ratings

Excellent

32

Very Good

14

Average

3

Poor

0

Terrible

0

LN

Linda Nash, CPA (US)

Mar 2nd, 2023

Presentation was informative and provided information that was easy to follow.

SC

Sharon Casagrande, CPA (US)

Apr 5th, 2023

Great information presented in a way that was very easy to understand

KP

Katie Pemble, CFP® (US)

Jan 28th, 2024

Very well done

CM

Craig Morgenstern, CFP® (US)

Apr 27th, 2023

..

JH

Joshua Hankle, CFP® (US)

Nov 3rd, 2023

It was good

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Subject Area

Finance

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