Reviews written by David Principe
| 13 results - showing 1 - 13 | Results per page: |
Keebler On 2013 Tax Law Changes (Event)
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Good update from Bob
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Interesting ideas, but would be good to hear about practical side of them. For example, in practice how does one go about re-balancing all the pieces Bob's discussed, e.g. if bonds all in IRA & equities all in taxable account? Or, what are the operating/managing costs of implementing for a client Roth IRAs for all the asset classes? How many accounts to set up, xfer, re-convert, etc.? Seems like lots over overhead for perhaps not huge benefit. Again - practical questions.
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I felt content was quite interesting, but Andrew's presentation style was a bit rough - long pauses, lots of "uh's" - made hard to follow. Still, piqued my curiosity.
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Great topic. Seems like low hanging fruit for advisers to grab. One side comment: even if our presenters do have gorgeous eyes, probably not appropriate to announce.
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Enjoyed it. Rick's presentation was good, and I thought Andy had some good follow up questions. Good food for thought.
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2011 Compliance Planning (Event)
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Thought Bryan & Chris both did a great job of addressing their respective material
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Interesting idea. I think exploring soft side of estate planning is great step in that area of financial planning (the rest of it is so cold!). Andy sometimes sounds like he's been multitasking when he comes on to speak (long pauses, ummms), and I've heard him on more than one occasion turn over presentation to guest speaker only to say "Wait! I forgot the poll!" C'mon Andy! (-; All in all, though, good presentation. |
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Year-End Tax Moves For 2010 (Event)
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Some good tidbits, I like the "down & dirty" approach to Roth - that checklist should make it easier to determine if more in-depth analysis is required.
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Interesting, but ultimately not as helpful as I'd have hoped. (in terms of takeaways that I think I'll be able to implement)
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Google AdWords For Advisors (Event)
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| 13 results - showing 1 - 13 |
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