Comments

Kristin A

"Quick and informative."

Alexander M

"Clear. Concise. Yet covered lots of common issues."

Katie M

"I thought the information was engaging and presented well. It was a good overview and a great building block for estate planning knowledge!"

Teresa J

"I liked his detail and going over the forms. "

Bradley H

"interesting information"

Amanda W

"Very knowledgeable presenter. Well organized."

Bailey W

"He was very thorough with his explanations and answered not only very articulately, but also in a way that someone like myself that has been practicing shy of ten years could understand. He also answered my question perfectly, about having a mom that he could do a trust for but not the step-dad due to conflict of interest. "

Harold B

"Most of the basic aspects were adequately presented, considering the program was only one hour."

Paula H

"I need more of these basic CLEs. This is the exact type of training I need. "

Derek B

"Well organized and easy to follow."