Comments

Anthony V

"informative. concise. pleasant. "

Allison M

"Helpful and she kept the pace moving through for the whole time. Covered thoroughly. "

Andrea L

"I really wanted to learn about the ledgers and 3-way reconciliation and very little time was spent on that. Also, there was lots of generic stuff (fee agreements, scams) that I have learned elsewhere."

Sandra G

"Very knowledgeable "

Alexandra R

"Very informative and easy to understand"

Amanda T

"Very knowledgeable and able to convey her thoughts well. Nice sense of humor. "

Amber H

"very clear."

Charles M

"Very interesting content for which I knew less than 20% because I have never had to run my own trust account."

Laura S

"Very organized, very clear, very impactful information"

Alexis B

"Speaker was good "