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Legal And Financial Strategies For Legacy Planning

Ratings and Review

4.6

253 Ratings

Excellent

157

Very Good

83

Average

13

Poor

0

Terrible

0

KL

Kathleen Lehman, CPA (US)

Dec 11th, 2020

The instructor did a great job explaining the subject matter (which I don't work with in my current role). He used real-life examples to put the recommendations in an appropriate context that was easy to understand. Great webinar, with actionable recommendations.

DN

Donald Nurse, Owner

Dec 11th, 2020

The opportunity to grasp aspects of Estate Planning paves the way to assist Tax clients who may seek such guidance. The knowledge gained compliments previous understanding of several sub-areas. Overall a great and useful experience.

MM

Michael Meehan, CFP® (US), CPA (US), CPA/PFS

Dec 11th, 2020

The webinar was well-run and the presenter was knowledgeable. Some additional examples of how to preserve legacies would have been helpful. But great presentation.

MW

Martin White, CPA (US)

Dec 11th, 2020

Thought the presentation was engaging and provided thought provoking situations to illustrate the concepts of Legacy Planning

PK

Paul Kimmel, CPA (US)

Dec 11th, 2020

This was an excellent webinar on legacy planning, valuable in a CPA practice but also in personal planning.

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