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.
4.6
(197)
63%
32%
5%
0%
0%
DN
Donald Nurse
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.
PW
Peter Wick
Dec 14th 2020
It was a little bit more basic than I thought it would be, but it did still make me think about things.
MW
Martin White
Dec 12th 2020
Thought the presentation was engaging and provided thought provoking situations to illustrate the concepts of Legacy Planning
KL
Kathleen Lehman
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.
PK
Paul Kimmel
Dec 11th 2020
This was an excellent webinar on legacy planning, valuable in a CPA practice but also in personal planning.
MG
Monica Gardner
Dec 11th 2020
This was more information than I was expecting and very engaging and applicable to real life situations.
MM
Michael Meehan
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.
JR
Jake Renick
Dec 23rd 2020
I would recommend this program to everybody
KL
Kuo Lee
Dec 17th 2020
Really enjoyed the topic!
BD
Brittany Dortch
Dec 15th 2020
This was a great course and good resource even for my own personal legacy planning.
CD
Catherine Daignault
Dec 14th 2020
This was a terrific webinar with lots of real life examples!
MK
Margaret Koehler
Dec 14th 2020
Great webinar. Information wasn't exactly what I expected; I got more out of than I thought I would.
LG
Lisa Gottfried
Dec 14th 2020
Great Webinar!!
LG
Lisa Gottfried
Dec 14th 2020
Great Webinar!!
LG
Lisa Gottfried
Dec 14th 2020
Great Webinar!!
AW
Albert Weinstein
Dec 14th 2020
Very informative.
ZP
Zhaohui Pu
Dec 14th 2020
very good
MP
Mital Patel
Dec 14th 2020
Great Class
THE
Tammmora H Edge
Dec 14th 2020
Interesting choices to be made by clients.
BJ
Baxter Johnson
Dec 14th 2020
Great presentation! Instructor presented concepts that I never thought of and supported them with historical information - Rockefellers, Carnegies, etc. The instructor also presented in a manner that showed he was not only extremely familiar with the information but he was very professional in his delivery. Overall, I would listen to this person present anything. Definitely one of the best presenters I've seen on this subject matter.
SW
Sarah Wagner
Dec 14th 2020
Interesting topic and great speaker! Definitely learned a lot!
ET
Eric Twine
Dec 14th 2020
Great webinar
JF
James Faranda
Dec 14th 2020
Seminar was valuable in stressing Values Based Planning for the everyday family.
SB
Sally Brubaker
Dec 14th 2020
Excellent
DF
dawn florio
Dec 14th 2020
interesting lecture
ND
Neil Delfinado
Dec 13th 2020
Informative webinar I plan to use Glen's strategies.
PS
Paul Schwartz
Dec 12th 2020
Very interesting use of examples
AP
allan pollock
Dec 12th 2020
excellant
WS
WILTON SOOHOO
Dec 12th 2020
valuable information
SC
Slade Chelbian
Dec 12th 2020
Good legal overview course
MH
Mary Hayden
Dec 12th 2020
Great clasd
BP
Bob Provine
Dec 12th 2020
This was a very informative and valuable webinar.
AM
Annette Markin
Dec 12th 2020
Very informative
DP
Duane Ponko
Dec 12th 2020
Exceptionally well done
RB
Robert Beatty
Dec 12th 2020
Superb course
DB
Daniel Beaty
Dec 12th 2020
very good seminar and presenter
GL
GRACE LEKWUWA
Dec 11th 2020
I enjoy learning in this forum
BT
Barbara Tedesko
Dec 11th 2020
One of the best ever!
GAA
Gloria Amosco Apeta
Dec 11th 2020
The topic and instructor have a clear presentation on how legacy planning works.
MS
Moses Safenovitz
Dec 11th 2020
MYCPE offers top shelf programs
KG
Kevin Golden
Dec 11th 2020
Great speaker
EF
Eric Fenstermaker
Dec 11th 2020
Good experience
CH
Curtis Harrington
Dec 11th 2020
Very good...
CB
Catherine Barnes
Dec 11th 2020
Good class
PS
Perry Sandler
Dec 11th 2020
Wonderful reminder of many things I’ve learned over the years.
AS
Anita Shahverdian
Dec 11th 2020
Great experience
AS
Anita Shahverdian
Dec 11th 2020
Great experience
GW
Gaston Wilson
Dec 11th 2020
Very Informative and practical!
KM
Kenneth Manche
Dec 11th 2020
Excellent presentation.
XY
Xiaolong Yang
Dec 11th 2020
Like the course a lot, good topics, many examples made the webinar very interesting!
KD
Karrie Dawson
Dec 11th 2020
Very informative
NN
Nicole Neeson
Dec 11th 2020
good
WL
WALTER LASOTA
Dec 11th 2020
..
RJ
Rahool Jain
Dec 11th 2020
good
WH
William Hunt
Dec 11th 2020
Great class, great presentation.
RM
Ryan Marek
Dec 11th 2020
It was a very informative class on tax planning.
KZ
Kari Zehner
Dec 11th 2020
The presenter was great. Unfortunately, the uncertainty of the topic makes this area difficult.
KL
Kelly Lambe
Dec 11th 2020
many thanks
RB
Ron Barrus
Dec 11th 2020
Excellent webinar! Thank you!
JJ
Jack Jess
Dec 11th 2020
was great.
RD
Rocco Dibenedetto
Dec 11th 2020
Very informative and easy to follow/understand.
ER
Eric Rheinheimer
Dec 11th 2020
Good! Thanks!
RR
Ron Reed
Dec 11th 2020
Good
RH
Ryan Houfek
Dec 11th 2020
The instructor was very knowledgeable and was fun to watch.
NJ
Natalia Jimenez
Dec 11th 2020
Excellent
ME
Michael Ernst
Dec 11th 2020
All good considerations. I would like to see a class that talks more about different types of trusts.
ME
Michael Ernst
Dec 11th 2020
All good considerations. I would like to see a class that talks more about different types of trusts.
JH
Justin Hudson
Dec 11th 2020
Useful information
MC
Mary Clark
Dec 11th 2020
Excellent program!
MC
Mary Clark
Dec 11th 2020
Excellent program!
MC
Mary Clark
Dec 11th 2020
Excellent program!
SB
SUSAN BROWN
Dec 11th 2020
Very good.
LG
Lucia Gibson
Dec 11th 2020
Great learning experience.
CBP
CYNTHIA BOYLAN PIEJA
Dec 11th 2020
I liked that he didn't' just share financial info.
CP
Curtis Pirek
Dec 11th 2020
I enjoyed this.
BB
Bryan Becker
Dec 11th 2020
Great presentation!
LDLC
Laura De La Cruz
Dec 11th 2020
great
CG
Chris Giotis
Dec 11th 2020
Great!
BC
Becky Craig
Dec 11th 2020
Interesting and presented well.
LL
Lynnae Langmann
Dec 11th 2020
Informative & helpful
MT
Mardell Tyrrel
Dec 11th 2020
This was a very informative presentation.
AJ
ANNIE JONES
Dec 11th 2020
great instructor.
BP
Beverly Pinson
Dec 11th 2020
Awesome webinar with great useful information.
PW
Patty Ward
Dec 11th 2020
Nothing to share
JJ
Jason Johnson
Dec 11th 2020
The instructor was very knowledgeable e and effective.
MD
Matt Dixon
Dec 11th 2020
Excellent examples and way of presenting material. Great pace and interesting subject!
LW
Lewis Webb
Dec 11th 2020
Very worthwhile presentation.
TN
Tim Naylor
Dec 11th 2020
Timely and relevant to my needs.
TN
Tim Naylor
Dec 11th 2020
Timely and relevant to my needs.
JC
Jonathan Chapman
Dec 11th 2020
The webinars are great
AS
Audrey Sarratt
Dec 11th 2020
Very informative
AS
Audrey Sarratt
Dec 11th 2020
Very informative
YC
Yingfang Chu
Dec 11th 2020
Thanks.
SW
Sarah Williams
Dec 11th 2020
I really enjoyed this class
EK
Ellen Kretz
Dec 11th 2020
fine
AS
Angel Sotomayor
Dec 11th 2020
very informative and useful when considering the future of families
CD
Cindy Dan
Dec 11th 2020
Excellent
PC
Peter Cordua
Dec 11th 2020
The presentation was outstanding.
PM
Patricia Maddox
Dec 11th 2020
Lots of useful information.
EC
Eddie Carlisle
Dec 11th 2020
Great topic and presenter
MK
Michael Kander
Dec 11th 2020
Excellent. Not a waste of time.
VS
Varvara Salazar
Dec 11th 2020
Good
KG
Kevin Gates
Dec 11th 2020
Overall, me experience was great.
GD
GEORGE DEJARNATT
Dec 11th 2020
Presenter made it a conversation instead of a lecture.
BF
Bryan Frew
Dec 11th 2020
Great program. Kudos
CA
cecilia Araya
Dec 11th 2020
The presenter was very good and gave scenarios/stories to explain topics which was very helpful! I really enjoyed the presentation.
LH
LISA HE
Dec 11th 2020
Very helpful
BW
Bob Wilkerson
Dec 11th 2020
Good quality
DJ
David Jenkins
Dec 11th 2020
Great presentation.
ZM
Zeljko Mitrovic
Dec 11th 2020
great
SG
suzanne gaal-chabloz
Dec 11th 2020
excellent seminar
YS
YELENA SKRYABINA
Dec 11th 2020
Good
DO
Diana Ong
Dec 11th 2020
engaging instructor
CP
Chris Phillips
Dec 11th 2020
Enjoyable CPE that didn't put you to sleep.
JJ
Jack Jess
Dec 11th 2020
it was great
KB
Kevin Bandoian
Dec 11th 2020
Excellent
AB
Andrew Balint
Dec 11th 2020
A great job on presenting a difficult subject
DCI
Derek Curtis II
Dec 15th 2020
This was a great class! Gave me a lot of perspective and information that I can use in business and for myself. Thanks!
CP
Cathy Petrucci
Dec 14th 2020
My CPE is a great way to learn about multiple topics. I like to learn outside of my normal job requirements
WC
William Copestick
Dec 11th 2020
I really enjoyed the manner in which the instructor made the content relevant to me by sharing stories, examples, personal experiences, etc.
TM
Tracy Mitchell
Dec 17th 2020
Good and informative.
WG
Willa Gubner
Dec 16th 2020
Thorough and timely information, presented clearly and easy to follow.
WL
william lipkea
Dec 14th 2020
.
CA
Christine Andrews
Dec 14th 2020
good
HW
Harold Williams
Dec 14th 2020
Good experience, overall!
JQ
Jill Quigley
Dec 14th 2020
Easy to follow and informative
AA
Adesubomi Atika
Dec 14th 2020
very informative and the presenter was engaging
MM
Morgan Muller
Dec 14th 2020
Very good session with "real-world" examples.
PK
Phil Kryder
Dec 14th 2020
Great program!
NB
Nathan Banks
Dec 14th 2020
Thank you!
PT
Pamela Theobald
Dec 14th 2020
As a lot of my clients are elderly this is something I will discuss with them.
DB
DEVORAH BARBER
Dec 13th 2020
The webinar gave a great overview of various factors relevant in legacy planning, along with practical insights.
FH
Forrest Howse
Dec 12th 2020
A little unexpected content. I thought more of it would be related to client issues such as independence and client pressures to bend opinions or tax return positions.
MA
Mark Adams
Dec 12th 2020
Good information. A topic that is often overlooked.
SC
sandra coaxum
Dec 12th 2020
good
HT
Hiep Tran
Dec 12th 2020
to be honest, this is very new for me so good for learning experience.
SG
sirui gao
Dec 12th 2020
Very nice presentation!
PD
Peter DeCarlo
Dec 12th 2020
Course gave a good view of all aspects that should be considered when thinking of estate planning. Which I hope to pass some of that knowledge on to clients
CL
Christopher Liew
Dec 12th 2020
My overall experience was good.
ELKJ
E Lyle Kinley Jr
Dec 11th 2020
Great topic That normally isn’t given enough attention
JJ
JUDY JOHNSON
Dec 11th 2020
I felt it was interesting and applicable to my clients.
JJ
JUDY JOHNSON
Dec 11th 2020
I felt it was interesting and applicable to my clients.
RS
Richard Schank
Dec 11th 2020
Very relevant
SH
Susan Harke
Dec 11th 2020
Great
KW
Kelly Wang
Dec 11th 2020
interesting and different
KW
Kelly Wang
Dec 11th 2020
interesting and different
KR
Kyle Rougeot
Dec 11th 2020
Good
BQ
Barbara Quigley
Dec 11th 2020
was extremely pleased with this seminar, definitely worth taking.
KM
Karen McCreavy
Dec 11th 2020
Good program. Thanks!
KM
Karen McCreavy
Dec 11th 2020
Good program. Thanks!
KM
Karen McCreavy
Dec 11th 2020
Good program. Thanks!
KM
Karen McCreavy
Dec 11th 2020
Good program. Thanks!
JM
Jeffery Mellor
Dec 11th 2020
was a nice program with good info.
GS
gail santora
Dec 11th 2020
it was good, I know more about leaving a legacy
RG
Rachel Graham
Dec 11th 2020
Good experience!
DR
Diane Reynolds
Dec 11th 2020
good webinar, thanks
MU
Michael Ullom
Dec 11th 2020
I enjoy the webinars!
RKAR
Rama Krishna Audi Reddy
Dec 11th 2020
Good session
RA
Robert Abell
Dec 11th 2020
Enjoyed the format of the class and the instructor was knowledgeable.
MA
Michele Alexander
Dec 11th 2020
Interesting and informative.
SC
Susan Couillou
Dec 11th 2020
Interesting subject. Would recommend to others. Kept my interest.
DL
Don Lehman
Dec 11th 2020
informative session
DK
DON KANG
Dec 11th 2020
I realized lots of details.
PW
paula winik
Dec 11th 2020
class was goog
JG
James Gudorf
Dec 11th 2020
good webinar
SS
Stephen Spivey
Dec 11th 2020
Great free CPE resource
CN
Catherine Nemeth
Dec 11th 2020
I always find something of value when attending the myCPE seminars
MS
Michael Sayre
Dec 11th 2020
Great seminar. Instructor was excellent!
MP
Michael Palish
Dec 11th 2020
Very Satisfied, Thank-you!!
BH
Blake Hefner
Dec 11th 2020
This field should not be required.
SE
Stel elenis
Dec 11th 2020
good
JS
Jessica Strassman
Dec 11th 2020
Good webinar
JS
Jessica Strassman
Dec 11th 2020
Good webinar
WB
Wallace Brown
Dec 11th 2020
Very good !
TF
Timothy Forester
Dec 11th 2020
was more applicable for last job at single-family office
AB
Ashley Burgin
Dec 11th 2020
Class was very informative and the stories helped make the examples relatable.
RE
Richard Emch
Dec 14th 2020
fine
RE
Richard Emch
Dec 14th 2020
fine
LH
Logan Holman
Dec 14th 2020
It didn't give as many tangible examples as I would have liked
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