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12 Jan, 2023

- 2:30 pm
- Online
Americans are living longer, just one of seven major risks that can erode or even eliminate retirement saving completely. Find out what other risks are impacting your clients’ retirement, and how you can tailor your advisement to compensate.
19 May, 2022

- 1:30 pm
- Online
According to FINRA, there are 43 types of investment licenses and 214 designations. Although financial advisors should be transparent professionals always looking out for their client’s best interests at all times, several misrepresent their credentials, use phony titles, and misstate facts just to sell investment products. Some aren’t properly licensed, and others hide secrets that can be costly to your clients.
Basic Course Information
Learning Objectives
This webinar will help you have a better understanding on how financial advisors are compensated, and the differences between licenses, including Registered Investment Advisors (or “RIAs”), investment advisors, registered representatives, stockbrokers, and insurance agents.
Major Subjects
Identify the different types of licenses
Distinguish terms used, titles, and designations
Recognize compensation methods (e.g. fees, commissions, revenue sharing, bonuses, and proprietary investments)
Determine the fiduciary vs. suitability standard
How to lookup a financial advisor (e.g. background, complaints, and fines)
The types of forms to request in order to determine conflicts of interest
List of questions to ask a financial advisor
19 May, 2022

- 1:30 pm
- Online
According to FINRA, there are 43 types of investment licenses and 214 designations. Although financial advisors should be transparent professionals always looking out for their client’s best interests at all times, several misrepresent their credentials, use phony titles, and misstate facts just to sell investment products. Some aren’t properly licensed, and others hide secrets that can be costly to your clients.
Basic Course Information
Learning Objectives
This webinar will help you have a better understanding on how financial advisors are compensated, and the differences between licenses, including Registered Investment Advisors (or “RIAs”), investment advisors, registered representatives, stockbrokers, and insurance agents.
Major Subjects
Identify the different types of licenses
Distinguish terms used, titles, and designations
Recognize compensation methods (e.g. fees, commissions, revenue sharing, bonuses, and proprietary investments)
Determine the fiduciary vs. suitability standard
How to lookup a financial advisor (e.g. background, complaints, and fines)
The types of forms to request in order to determine conflicts of interest
List of questions to ask a financial advisor
19 May, 2022

- 1:30 pm
- Online
According to FINRA, there are 43 types of investment licenses and 214 designations. Although financial advisors should be transparent professionals always looking out for their client’s best interests at all times, several misrepresent their credentials, use phony titles, and misstate facts just to sell investment products. Some aren’t properly licensed, and others hide secrets that can be costly to your clients.
Basic Course Information
Learning Objectives
This webinar will help you have a better understanding on how financial advisors are compensated, and the differences between licenses, including Registered Investment Advisors (or “RIAs”), investment advisors, registered representatives, stockbrokers, and insurance agents.
Major Subjects
Identify the different types of licenses
Distinguish terms used, titles, and designations
Recognize compensation methods (e.g. fees, commissions, revenue sharing, bonuses, and proprietary investments)
Determine the fiduciary vs. suitability standard
How to lookup a financial advisor (e.g. background, complaints, and fines)
The types of forms to request in order to determine conflicts of interest
List of questions to ask a financial advisor
19 May, 2022

- 1:30 pm
- Online
According to FINRA, there are 43 types of investment licenses and 214 designations. Although financial advisors should be transparent professionals always looking out for their client’s best interests at all times, several misrepresent their credentials, use phony titles, and misstate facts just to sell investment products. Some aren’t properly licensed, and others hide secrets that can be costly to your clients.
Basic Course Information
Learning Objectives
This webinar will help you have a better understanding on how financial advisors are compensated, and the differences between licenses, including Registered Investment Advisors (or “RIAs”), investment advisors, registered representatives, stockbrokers, and insurance agents.
Major Subjects
Identify the different types of licenses
Distinguish terms used, titles, and designations
Recognize compensation methods (e.g. fees, commissions, revenue sharing, bonuses, and proprietary investments)
Determine the fiduciary vs. suitability standard
How to lookup a financial advisor (e.g. background, complaints, and fines)
The types of forms to request in order to determine conflicts of interest
List of questions to ask a financial advisor
19 May, 2022

- 1:30 pm
- Online
According to FINRA, there are 43 types of investment licenses and 214 designations. Although financial advisors should be transparent professionals always looking out for their client’s best interests at all times, several misrepresent their credentials, use phony titles, and misstate facts just to sell investment products. Some aren’t properly licensed, and others hide secrets that can be costly to your clients.
Basic Course Information
Learning Objectives
This webinar will help you have a better understanding on how financial advisors are compensated, and the differences between licenses, including Registered Investment Advisors (or “RIAs”), investment advisors, registered representatives, stockbrokers, and insurance agents.
Major Subjects
Identify the different types of licenses
Distinguish terms used, titles, and designations
Recognize compensation methods (e.g. fees, commissions, revenue sharing, bonuses, and proprietary investments)
Determine the fiduciary vs. suitability standard
How to lookup a financial advisor (e.g. background, complaints, and fines)
The types of forms to request in order to determine conflicts of interest
List of questions to ask a financial advisor
19 May, 2022

- 1:30 pm
- Online
According to FINRA, there are 43 types of investment licenses and 214 designations. Although financial advisors should be transparent professionals always looking out for their client’s best interests at all times, several misrepresent their credentials, use phony titles, and misstate facts just to sell investment products. Some aren’t properly licensed, and others hide secrets that can be costly to your clients.
Basic Course Information
Learning Objectives
This webinar will help you have a better understanding on how financial advisors are compensated, and the differences between licenses, including Registered Investment Advisors (or “RIAs”), investment advisors, registered representatives, stockbrokers, and insurance agents.
Major Subjects
Identify the different types of licenses
Distinguish terms used, titles, and designations
Recognize compensation methods (e.g. fees, commissions, revenue sharing, bonuses, and proprietary investments)
Determine the fiduciary vs. suitability standard
How to lookup a financial advisor (e.g. background, complaints, and fines)
The types of forms to request in order to determine conflicts of interest
List of questions to ask a financial advisor
19 May, 2022

- 1:30 pm
- Online
According to FINRA, there are 43 types of investment licenses and 214 designations. Although financial advisors should be transparent professionals always looking out for their client’s best interests at all times, several misrepresent their credentials, use phony titles, and misstate facts just to sell investment products. Some aren’t properly licensed, and others hide secrets that can be costly to your clients.
Basic Course Information
Learning Objectives
This webinar will help you have a better understanding on how financial advisors are compensated, and the differences between licenses, including Registered Investment Advisors (or “RIAs”), investment advisors, registered representatives, stockbrokers, and insurance agents.
Major Subjects
Identify the different types of licenses
Distinguish terms used, titles, and designations
Recognize compensation methods (e.g. fees, commissions, revenue sharing, bonuses, and proprietary investments)
Determine the fiduciary vs. suitability standard
How to lookup a financial advisor (e.g. background, complaints, and fines)
The types of forms to request in order to determine conflicts of interest
List of questions to ask a financial advisor
19 Nov, 2021

- 2:40 pm
- Online
The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on January 1, 2020, effectively eliminating the ability to be “stretch” IRAs going forward, although certain individuals still can. These changes will impact how your clients transfer wealth to their beneficiaries and points out flaws in their existing plans as any previous advice given should be invalidated. Help assist your clients through misconceptions, incorrect information, and outdated planning techniques. Also, if your clients have IRA trusts, they will be affected the most and need professionals to guide them to better solutions.
Learning Objectives:
Overview of the SECURE Act including:
401(k)s for part-time employees
IRA contributions for graduate students
Penalty-free withdrawals for student loan debt and birth or adoption
More access to annuities in 401(k) plans
Deductible IRA contribution age limits eliminated
Required minimum distributions (or “RMDs”) increased to age 72
Semi-elimination of the “Stretch” IRA
Payout options for beneficiaries before and after the SECURE Act
SECURE Act 2.0
Overview of the CARES Act
Tax consequences and asset protection
Learn how to help clients pass assets efficiently
10 Nov, 2022

- 11:00 am
- Online
Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investments. Learn the basics of how annuities work, their phases, the different types, including pros and cons, tax treatment, and when it’s appropriate to use one.
Learning Objectives:
Recall a general overview of annuities
Identify essential information to provide an understanding of the differences of who may or may not be a fit for an annuity
16 Sep, 2021

- 2:00 pm
- Online
As we’ve entered the Biden administration recently, some Americans might soon see differences in saving for retirement, increase in tax rates, and different strategies minimized or diminished. Planning for these potential changes is more crucial than ever.
Some of the proposed changes include benefits for defined contribution plans, increasing Social Security payroll tax, and increasing taxes for individuals earning more than $400,000. Attendees will learn what those proposals look like and it will affect their clients.
Learning Objectives:
Overview of the Biden tax plan according to his website and throughout his campaigning
Changes to the Tax Cuts and Jobs Act
Social Security and Estate taxes
Securing a Strong Retirement Act of 2020 (or “SECURE Act 2.0”)
Strategies to use with your clients going forward
09 Sep, 2021

- 2:00 pm
- Online
The Setting Every Community Up for Retirement Enhancement (or “SECURE”) Act went into effect on January 1, 2020. The most critical aspect of this law is how retirement accounts lost the ability to be “stretched,” although there are certain individuals that still qualify. These changes will impact how your clients transfer wealth to their beneficiaries and allows them to revisit their existing plans as any previous advice given is probably invalid. Get equipped with the changes to assist your clients through misconceptions, incorrect information, and outdated planning techniques. Clients with IRA trusts will be affected the most and need professionals to guide them to better solutions.
Learning Objectives:
Overview of the SECURE Act including:
401(k)s for part-time employees
IRA contributions for graduate students
Penalty-free withdrawals for student loan debt and birth or adoption
More access to annuities in 401(k) plans
Deductible IRA contribution age limits eliminated
Required minimum distributions (or “RMDs”) increased to age 72
Semi-elimination of the “Stretch” IRA
Payout options for beneficiaries before and after the SECURE Act
Overview of the CARES Act
Tax consequences and asset protection
Learn how to help clients pass assets efficiently
02 Sep, 2021

- 10:00 am
- Online
A financial advisor should be a trusted individual who has complete transparency and who looks out for their client’s best interests at all times. That said, many in this field are known for misrepresenting their credentials, using phony titles, or misstating facts to sell products. There’s even a chance they’re not licensed, or at best, barely qualified to give accurate advice. There are even some secrets that a financial advisor may not want you to be aware of, which can be costly to your clients in the long run.
With so much confusing terminology, such as Registered Investment Advisors (or “RIAs”), investment advisors, registered representatives, stockbrokers, and insurance agents, this webinar aims to teach the difference between all the different types of financial advisors and how they are compensated.
Learning Objectives:
Identify the different types of licenses
Identify terms, titles, and designations
Define compensation structures such as fees, commissions, revenue sharing, and proprietary investments
Determine the fiduciary vs. suitability standard
Determine how to lookup a financial advisor
List questions to ask a financial advisor
27 Aug, 2021

- 11:00 am
- Online
The SECURE Act went into effect on January 1, 2020; the CARES Act was signed into law on March 27, 2020. Both received bipartisan support. It is critical to understand how the changes from these acts will impact your clients’ retirements and estate plans going forward and the opportunities available. Any previous advice given is most likely outdated. You’ll need to be equipped with the right knowledge to have better control as you navigate clients through misconceptions or incorrect information. Those with IRA trusts will be significantly affected and need to plan as soon as possible before the unexpected happens.
Learning Objectives:
Recall the SECURE and CARES Acts
List the critical considerations of the SECURE Act, including
401(k)s for part-time employees
IRA contributions for graduate students
Penalty-free withdrawals for student loan debt
Penalty-free withdrawals for birth or adoption
Annuities in 401(k) plans
IRA contribution age limits eliminated
Required minimum distributions (RMDs) increased to age 72
Elimination of the “Stretch” IRA
Identify payout options for beneficiaries before December 31, 2019, and after January 1, 2020
List the key considerations of the CARES Act, including:
RMDs waived for 2020
Unlimited deduction for charitable planning
Exceptions to 10% penalty up to $100,000
PPP and EIDL loans/advances
Determine the tax ramifications and how asset protection will be vital going forward
Determine planning opportunities to pass assets efficiently
25 Aug, 2021

- 10:30 am
- Online
Certain features of annuity contracts are typically oversold, and the financial advisors or insurance agents selling them might be less knowledgeable about how these products work.
Learn about the crediting strategies, choosing the right income rider, deciphering bonuses given by insurance companies, the difference between accumulation and income account values, “stretching” an annuity, and how a Market Value Adjustment (MVA) can be advantageous.
Learning Objectives:
Identify components of annuity contracts, including crediting strategies, bonuses, and income riders
Recognize the differences between fees and spreads
Identify minimum guaranteed contract values and surrender charges
Determine overview exit strategies and 1035 exchanges
25 Aug, 2021

- 11:00 am
- Online
According to AARP, 52% of people who turn 65 today will develop a severe disability that will require long-term care at some point in retirement. Traditional options have been derided as insufficient, and terms are continually shifting. Most people nearing retirement are unsure of their choices. While there are a few different alternatives to traditional long-term care insurance — including life insurance and annuity long-term care riders — not all are structured the same.
Not understanding the crucial differences can mean you are leading your clients into making a costly mistake. Join this informative webinar to clarify the essential nuances, opportunities, and pitfalls that can make all the difference for your clients.
Learning Objectives:
Identify traditional options for long-term care
Determine the alternatives to traditional long-term care insurance
Determine the major differences between popular plans
23 Aug, 2021

- 11:00 am
- Online
With Joe Biden as the 46th President of the United States, the American public may soon see a new direction in retirement savings. Now more than ever, it is essential to start planning for these potential changes.
The proposed changes include improved tax benefits for defined contribution plans and increasing Social Security payroll tax for individuals earning more than $400,000. In this webinar, attendees will learn what those proposals look like and how they’ll affect your clients in 2021 and beyond.
Learning Objectives:
Identify new proposals to the current system
Recognize planning opportunities for 2021 and beyond
20 Aug, 2021

- 11:00 am
- Online
According to LIMRA, 59% of Americans have life insurance. With so many different types of policies available, it’s often another misunderstood financial product. Life insurance can be used as a death benefit, supplemental income in retirement, and long-term care. Learn the basics of how life insurance is sold, the types of policies, components, reasons to purchase, and tax treatment.
Learning Objectives:
Recall a general overview of life insurance
Identify necessary information to provide an understanding of the differences of who may or may not be a fit for life insurance
19 Aug, 2021

- 11:00 am
- Online
According to the U.S. Department of Health and Human Services, 70% of people over 65 will need long-term care at some point in their lives. The worst part is that many will not (or do not want) to discuss the need to plan until it is possibly too late. The good news is that you have many options, but you might need to get a little creative.
Join this webinar to understand the options you can help your clients with to fund long-term care. Learn from real-world examples to gain clarity on expenses, life insurance limitations, and many other common challenges.
Learning Objectives:
Determine the best way to plan for long-term care
Identify the best options for long term care for your clients
Identify the best options for funding long-term care
16 Aug, 2021

- 11:00 am
- Online
Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investments. Learn the basics of how annuities work, their phases, the different types, including pros and cons, tax treatment, and when it’s appropriate to use one.
Learning Objectives:
Recall a general overview of annuities
Identify essential information to provide an understanding of the differences of who may or may not be a fit for an annuity
04 Aug, 2021

- 11:00 am
- Online
A financial advisor should be a trusted individual who has complete transparency and who looks out for their client’s best interests at all times. That said, many in this field are known for misrepresenting their credentials, using phony titles, or misstating facts to sell products. There’s even a chance they’re not licensed, or at best, barely qualified to give accurate advice. There are even some secrets that a financial advisor may not want you to be aware of, which can be costly to your clients in the long run.
With so much confusing terminology, such as Registered Investment Advisors (or “RIAs”), investment advisors, registered representatives, stockbrokers, and insurance agents, this webinar aims to teach the difference between all the different types of financial advisors and how they are compensated.
Learning Objectives:
Identify the different types of licenses
Identify terms, titles, and designations
Define compensation structures such as fees, commissions, revenue sharing, and proprietary investments
Determine the fiduciary vs. suitability standard
Determine how to lookup a financial advisor
List questions to ask a financial advisor
30 Jul, 2021

- 4:00 pm
- Online
According to AARP, 52% of people who turn 65 today will develop a severe disability that will require long-term care at some point in retirement. Traditional options have been derided as insufficient, and terms are continually shifting. Most people nearing retirement are unsure of their choices. While there are a few different alternatives to traditional long-term care insurance — including life insurance and annuity long-term care riders — not all are structured the same.
Not understanding the crucial differences can mean you are leading your clients into making a costly mistake. Join this informative webinar to clarify the essential nuances, opportunities, and pitfalls that can make all the difference for your clients.
Learning Objectives:
Identify traditional options for long-term care
Determine the alternatives to traditional long-term care insurance
Determine the major differences between popular plans
27 Jul, 2021

- 4:00 pm
- Online
Certain features of annuity contracts are typically oversold, and the financial advisors or insurance agents selling them might be less knowledgeable about how these products work.
Learn about the crediting strategies, choosing the right income rider, deciphering bonuses given by insurance companies, the difference between accumulation and income account values, “stretching” an annuity, and how a Market Value Adjustment (MVA) can be advantageous.
Learning Objectives:
Identify components of annuity contracts, including crediting strategies, bonuses, and income riders
Recognize the differences between fees and spreads
Identify minimum guaranteed contract values and surrender charges
Determine overview exit strategies and 1035 exchanges
21 Jul, 2021

- 4:30 pm
- Online
The SECURE Act went into effect on January 1, 2020; the CARES Act was signed into law on March 27, 2020. Both received bipartisan support. It is critical to understand how the changes from these acts will impact your clients’ retirements and estate plans going forward and the opportunities available. Any previous advice given is most likely outdated. You’ll need to be equipped with the right knowledge to have better control as you navigate clients through misconceptions or incorrect information. Those with IRA trusts will be significantly affected and need to plan as soon as possible before the unexpected happens.
Learning Objectives:
Recall the SECURE and CARES Acts
List the critical considerations of the SECURE Act, including
401(k)s for part-time employees
IRA contributions for graduate students
Penalty-free withdrawals for student loan debt
Penalty-free withdrawals for birth or adoption
Annuities in 401(k) plans
IRA contribution age limits eliminated
Required minimum distributions (RMDs) increased to age 72
Elimination of the “Stretch” IRA
Identify payout options for beneficiaries before December 31, 2019, and after January 1, 2020
List the key considerations of the CARES Act, including:
RMDs waived for 2020
Unlimited deduction for charitable planning
Exceptions to 10% penalty up to $100,000
PPP and EIDL loans/advances
Determine the tax ramifications and how asset protection will be vital going forward
Determine planning opportunities to pass assets efficiently
20 Jul, 2021

- 11:00 am
- Online
According to the U.S. Department of Health and Human Services, 70% of people over 65 will need long-term care at some point in their lives. The worst part is that many will not (or do not want) to discuss the need to plan until it is possibly too late. The good news is that you have many options, but you might need to get a little creative.
Join this webinar to understand the options you can help your clients with to fund long-term care. Learn from real-world examples to gain clarity on expenses, life insurance limitations, and many other common challenges.
Learning Objectives:
Determine the best way to plan for long-term care
Identify the best options for long term care for your clients
Identify the best options for funding long-term care
19 Jul, 2021

- 4:00 pm
- Online
Course Description
With Joe Biden as the 46th President of the United States, the American public may soon see a new direction in retirement savings. Now more than ever, it is essential to start planning for these potential changes.
The proposed changes include improved tax benefits for defined contribution plans and increasing Social Security payroll tax for individuals earning more than $400,000. In this webinar, attendees will learn what those proposals look like and how they’ll affect your clients in 2021 and beyond.
Learning Objectives:
Identify new proposals to the current system
Recognize planning opportunities for 2021 and beyond
19 Jul, 2021

- 11:00 am
- Online
Annuities are typically the most misunderstood financial product. They can provide lifetime income, principal protection, and an alternative to other investments. Learn the basics of how annuities work, their phases, the different types, including pros and cons, tax treatment, and when it’s appropriate to use one.
Learning Objectives:
Recall a general overview of annuities
Identify essential information to provide an understanding of the differences of who may or may not be a fit for an annuity
16 Jul, 2021

- 11:00 am
- Online
According to LIMRA, 59% of Americans have life insurance. With so many different types of policies available, it’s often another misunderstood financial product. Life insurance can be used as a death benefit, supplemental income in retirement, and long-term care. Learn the basics of how life insurance is sold, the types of policies, components, reasons to purchase, and tax treatment.
Learning Objectives:
Recall a general overview of life insurance
Identify necessary information to provide an understanding of the differences of who may or may not be a fit for life insurance
21 May, 2021

- 3:00 pm
- Online
With Joe Biden as the 46th President of the United States, the American public may soon see a new direction in retirement savings. Now more than ever, it is essential to start planning for these potential changes.
The proposed changes include improved tax benefits for defined contribution plans and increasing Social Security payroll tax for individuals earning more than $400,000. In this webinar, attendees will learn what those proposals look like and how they’ll affect your clients in 2021 and beyond.
Learning Objectives:
Identify new proposals to the current system
Recognize planning opportunities for 2021 and beyond
25 Mar, 2021

- 1:00 pm
- Online
Is your business ready for the 2021 tax season? Carlos Dias Jr., financial adviser, and tax expert shares everything you need to know to take advantage of Biden tax benefits.
Key Takeaways:
Tax changes to expect from the Biden administration
What to consider for the 2021 fiscal year
Deductions your business might be missing
15 Oct, 2020

- 4:00 pm
- Online
Learn what you need to know to take control of your finances. From what questions to ask an investment advisor to the difference between some important financial terms, this conversation will have you feeling empowered and ready to take the lead in your finances.
You’ll learn:
The basics of finances, and clarifying financial terms.
How to better understand the relationship with your financial advisor.
What tools you can use to empower yourself and take control of your financial plans.
24 Apr, 2020

- 7:00 pm
- Online
Frugal Fundamentals is a virtual workshop series that provides you with the information and resources to help you succeed outside of sport. Each theme is specifically catered to help serve athletes and their overall financial and foundational playbooks.
In this workshop, we discuss the basics of managing your money. We chatted with Carlos Dias Jr, founder of MVP Wealth and contributor to Forbes and other platforms teaching valuable advice on wealth and money management.
Professional Reviews
CPA ACADEMY
Other

Sue Cabrera
(Santa Clara Valley Transportation Authority)
"Carlos did an excellent job in discussing the life insurance basics. This is my second webinar with Carlos. He comes across as very knowledgeable and articulate."

Sharon Harper
(Sharon Harper, EA)
"The speaker Carlos was very informative regarding the varies types of insurance. (The good, the bad and the ugly). I could have use his help many years ago on this."

Gloria Smith
(GLORIA'S TAX SERVICES)
"Extremely knowledgeable presenter who gave so many alternatives in choosing types and combinations of life insurance. Wanted to ;hear his seminar before to purchase life insurance, even from a family member."

James Barnes
(James Barnes)
"Carlos gave a thorough review of why clients need life insurance, the various types such as term, whole life, universal, and various others. he listed the pro and cons for each policy. Excellent presentation."

ANTHONY PAONE
(Self Employed)
"This course will get you ready to be able to understand the ins and outs of various life insurance polices (i.e. whole life, universal life, variable life, term life, etc.)... Carlos is an insurance guru and wonderful instructor!"

Miles Schmidt
(Miles V. Schmidt, CPA, PLC)
"Awesome! Informative without the "Sales Pitch". Only time I have heard a life insurance salesman say "for investment purposes, invest in your retirement plan first till you max those out and then get into life insurance products for investment purposes"."

Richard Roche
(AccuAccounting)
"I thoroughly enjoyed and appreciated the webinar as I have always had confusion about the subtle differences between the various different life insurance products. It was interesting to learn what types of brokers and agents are authorized to sell which specific products."

Mercy Akintounde
(Abbvie Inc.)
"Carlos Dias Jr. did a fantastic job with this presentation. I loved that he built in comparisons of pros and cons with the various life insurance products and also providing real life examples. He is very knowledgeable. I will recommend this to everyone who will want to gain more knowledge on how life insurance and how it works. Definitely helpful to help you know when you or your clients are being lied to from popular sale pitches !"

Kelli Rozinek
Instructor is very knowledgeable. Great overview. I work in a finance function not close to product / sales structure, and this has been very helpful to me.

Ruth Baker
This was expanding on a prior course and repetition is meaningful to enforcing the understanding.

michelle gregonis
An excellent webinar relating to relevant tax and financial planning issues.

Kari Faherty
Always impressed by this speaker and his availability and accomplishments. Truly impressive.

Antonette Colon
This was an EXCELLENT presentation! The presenter did a great job taking his time to explain the content of the materials being presented. I learned a lot of great information. Thank you so much!!

Alyssa Wozniak
Great CPE - instructor was very knowledgeable and explained topics so everyone could easily understand.

Emily Lawrence
This webinar is excellent. It certainly puts the fear in you about investment advisors and what to watch out for. Speaker is very knowledgeable and engaging. Thank you!
