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Glen Wagstaff

Glen Wagstaff

Orem,UT
  • 4.6 / 5
  • 2k+ Professionals Trained

About Speaker

Practicing Attorney specializing in niche areas of Estate Planning and Probate law. Founding Member and Managing Partner of Inter Vivos, PLLC

Financial Consultant with experience in client relations, personal financial planning, group presentations, hiring interviews, and client consultations. 

Area of Expertise

  • .

There are no Webinars available in Section.

Mastering Legal and Financial Planning Strategies
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Mastering Legal and Financial Planning Strategies
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Legal And Financial Strategies For Legacy Planning
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Legal And Financial Strategies For Legacy Planning
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Legal and Financial Tax Planning Strategies
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Legal and Financial Tax Planning Strategies
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Legal and Financial Planning Strategies for Business Owners
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Legal and Financial Planning Strategies for Business Owners
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Legal and Financial Planning Strategies for Immigrants in the US
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Legal and Financial Planning Strategies for Immigrants in the US
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Incapacity Planning Guidelines for Financial Professionals
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Incapacity Planning Guidelines for Financial Professionals
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Asset Protection - Legal and Financial Planning Strategies
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Asset Protection - Legal and Financial Planning Strategies
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  • 4.6
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4.6

  • 4.6

(958) Ratings

Excellent

612

Very Good

283

Average

59

Poor

3

Terrible

1

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, CPA (US)

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, CPA (US)

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 12th 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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