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Glen Wagstaff

Glen Wagstaff

Managing Partner, Inter Vivos, PLLC
Provo,UT
  • 4.6
  • 874 reviews
  • 1.4k Professionals Trained
  • 12 Courses

About Speaker Glen Wagstaff

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. 

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4.6

(874)
63%
31%
6%
0%
0%

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