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Matthew B
"Very knowlegeable"
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Amy F
"Fabulous presentation. Its the first time I have attended a Zoom CLE where the slides that were "live" and animated. Great content and very practical to estate planners "
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Jacqueline H
"Very clear presentation without unnecessary chit-chat. I liked that a lot and it made it easier to follow the presentation and information."
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John A
"Speakers exhibited excellent presentation skills"
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Michele E
"The presenters were entertaining on a serious topic."
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George H
"It could have gone deeper into the legal issues, but was ok as an overview."
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Artemio R
"Great program."
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Jeffrey H
"Materials fine, but not great. "
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J L
"They made the topic fun, and I learned several new things to share with clients."
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Verena M
"I address this topic with my clients during the planning process and I wasn't well informed regarding for profit organ research and a few other more in depth aspects they found out from Kat and Jared. Thank you for doing that research!"
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