Black Friday Offer Extends till Dec 3rd ! Unlimited Continuing Education only @$299 $199 (2 Days Left) CLICK HERE to view.
Black Friday Offer Extends till Dec 3rd ! Unlimited Continuing Education only @$299 $199 (2 Days Left) CLICK HERE to view.
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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.
DN
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
It was a little bit more basic than I thought it would be, but it did still make me think about things.
MW
Thought the presentation was engaging and provided thought provoking situations to illustrate the concepts of Legacy Planning
KL
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
This was an excellent webinar on legacy planning, valuable in a CPA practice but also in personal planning.
MG
This was more information than I was expecting and very engaging and applicable to real life situations.
MM
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.
MB
Excellent presentation.
RR
Very good !
MD
A lot to cover there. Made me realize how little service we give to foreign nationals in my city.
JLS
Excellent seminar and speaker
JR
I would recommend this program to everybody
KL
Really enjoyed the topic!
BD
This was a great course and good resource even for my own personal legacy planning.
CD
This was a terrific webinar with lots of real life examples!
MK
Great webinar. Information wasn't exactly what I expected; I got more out of than I thought I would.
LG
Great Webinar!!
LG
Great Webinar!!
LG
Great Webinar!!
AW
Very informative.
ZP
very good
MP
Great Class
THE
Interesting choices to be made by clients.
BJ
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
Interesting topic and great speaker! Definitely learned a lot!
ET
Great webinar
JF
Seminar was valuable in stressing Values Based Planning for the everyday family.
SB
Excellent
DF
interesting lecture
ND
Informative webinar I plan to use Glen's strategies.
PS
Very interesting use of examples
AP
excellant
WS
valuable information
SC
Good legal overview course
MH
Great clasd
BP
This was a very informative and valuable webinar.
AM
Very informative
DP
Exceptionally well done
RB
Superb course
DB
very good seminar and presenter
GL
I enjoy learning in this forum
BT
One of the best ever!
GAA
The topic and instructor have a clear presentation on how legacy planning works.
MS
MYCPE offers top shelf programs
KG
Great speaker
EF
Good experience
CH
Very good...
CB
Good class
PS
Wonderful reminder of many things I’ve learned over the years.
AS
Great experience
AS
Great experience
GW
Very Informative and practical!
KM
Excellent presentation.
XY
Like the course a lot, good topics, many examples made the webinar very interesting!
KD
Very informative
NN
good
WL
..
RJ
good
WH
Great class, great presentation.
RM
It was a very informative class on tax planning.
KZ
The presenter was great. Unfortunately, the uncertainty of the topic makes this area difficult.
KL
many thanks
RB
Excellent webinar! Thank you!
JJ
was great.
RD
Very informative and easy to follow/understand.
ER
Good! Thanks!
RR
Good
RH
The instructor was very knowledgeable and was fun to watch.
NJ
Excellent
ME
All good considerations. I would like to see a class that talks more about different types of trusts.
ME
All good considerations. I would like to see a class that talks more about different types of trusts.
JH
Useful information
MC
Excellent program!
MC
Excellent program!
MC
Excellent program!
SB
Very good.
LG
Great learning experience.
CBP
I liked that he didn't' just share financial info.
CP
I enjoyed this.
BB
Great presentation!
LDLC
great
LDLC
great
CG
Great!
BC
Interesting and presented well.
LL
Informative & helpful
MT
This was a very informative presentation.
AJ
great instructor.
BP
Awesome webinar with great useful information.
PW
Nothing to share
JJ
The instructor was very knowledgeable e and effective.
MD
Excellent examples and way of presenting material. Great pace and interesting subject!
LW
Very worthwhile presentation.
TN
Timely and relevant to my needs.
TN
Timely and relevant to my needs.
JC
The webinars are great
AS
Very informative
AS
Very informative
YC
Thanks.
SW
I really enjoyed this class
EK
fine
AS
very informative and useful when considering the future of families
CD
Excellent
PC
The presentation was outstanding.
PM
Lots of useful information.
EC
Great topic and presenter
MK
Excellent. Not a waste of time.
VS
Good
KG
Overall, me experience was great.
GD
Presenter made it a conversation instead of a lecture.
BF
Great program. Kudos
CA
The presenter was very good and gave scenarios/stories to explain topics which was very helpful! I really enjoyed the presentation.
LH
Very helpful
BW
Good quality
DJ
Great presentation.
ZM
great
SG
excellent seminar
YS
Good
DP
engaging instructor
CP
Enjoyable CPE that didn't put you to sleep.
JJ
it was great
KB
Excellent
AB
A great job on presenting a difficult subject
NF
Since very few of my clients are immigrants or have income, assets, etc. in a foreign country, the information presented was most beneficial.
SC
great
LAJ
It was a good learning topic.
EC
Very informative and presented well
EC
Very informative and presented well
AC
Great!
DD
This webinar covered a variety of options for protecting assets that give business owners options. I would recommend to others.
KK
It was a great presentation with lots of useful information.
BH
Valuable information in a format that was clear and understandable
RJJ
Great
BC
Good
WPJ
One of the best webinars I've been to in my CPE. Glen Wagstaff was excellent moving along at the right pace and thoroughly explaining each subject matter.
WA
Good course.
TH
good
MK
Great course to learn about mitigating risk management.
MB
Grat topic that is reatly talked about.
MK
d
MMW
Very thorough, I highly recommend.
JK
thank you for this offering
CW
na
TH
good
LT
na
MV
good
JP
great experience.
JS
No comment
DCI
This was a great class! Gave me a lot of perspective and information that I can use in business and for myself. Thanks!
CP
My CPE is a great way to learn about multiple topics. I like to learn outside of my normal job requirements
WC
I really enjoyed the manner in which the instructor made the content relevant to me by sharing stories, examples, personal experiences, etc.
AS
Not entirely relevant to my job but good content
PJ
Good for learning
TM
Good and informative.
MG
Good
WG
Thorough and timely information, presented clearly and easy to follow.
WL
.
CA
good
HW
Good experience, overall!
JQ
Easy to follow and informative
AA
very informative and the presenter was engaging
MM
Very good session with "real-world" examples.
PK
Great program!
NB
Thank you!
PT
As a lot of my clients are elderly this is something I will discuss with them.
DB
The webinar gave a great overview of various factors relevant in legacy planning, along with practical insights.
FH
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
Good information. A topic that is often overlooked.
SC
good
HT
to be honest, this is very new for me so good for learning experience.
HH
It was informative
SG
Very nice presentation!
PD
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
My overall experience was good.
ELKJ
Great topic That normally isn’t given enough attention
JJ
I felt it was interesting and applicable to my clients.
JJ
I felt it was interesting and applicable to my clients.
RS
Very relevant
SH
Great
KW
interesting and different
KW
interesting and different
KR
Good
BQ
was extremely pleased with this seminar, definitely worth taking.
KM
Good program. Thanks!
KM
Good program. Thanks!
KM
Good program. Thanks!
KM
Good program. Thanks!
JM
was a nice program with good info.
GS
it was good, I know more about leaving a legacy
RG
Good experience!
DR
good webinar, thanks
MU
I enjoy the webinars!
RKAR
Good session
RA
Enjoyed the format of the class and the instructor was knowledgeable.
MA
Interesting and informative.
SC
Interesting subject. Would recommend to others. Kept my interest.
DL
informative session
DK
I realized lots of details.
PW
class was goog
JG
good webinar
SS
Great free CPE resource
CN
I always find something of value when attending the myCPE seminars
MS
Great seminar. Instructor was excellent!
MP
Very Satisfied, Thank-you!!
BH
This field should not be required.
SE
good
JS
Good webinar
JS
Good webinar
WB
Very good !
TF
was more applicable for last job at single-family office
AB
Class was very informative and the stories helped make the examples relatable.
XL
Great webinar.
SM
good
KL
Great program for the CPA who does not work in this field but is looking to expand their knowledge base. Time well spent!
DI
Good webinar with relevant info
EP
thank you
JN
Class was very good
JG
NA
KG
The format changed since the last time I took a MyCPE class. I could not tell if my polling answer was received. There was no written comment such as "Your answer was received", or such. I had Zoom on my computer, and I saw the questions,, both as part of the power point and then as a pop-up for the polling question. Afterwards, I saw there were procedures I should have followed, but it was just unclear.
SS
none
JV
Mechanical problems with the zoom software caused problems. The class was five stars.
JW