Comments

Rose W

"Very good material. I wish there was a bit more organization to the tax presentation. But I may find the written materials useful for that purpose."

Matthew S

"Informative, but at times it seemed like there was not enough time to cover everything in depth."

Douglas P

"Good information and good audience questions. Some of the tax stuff was not relevant because we don't represent $13 million clients."

Alisa G

"Very well organized and delivered. I even understood the tax portions!"