Reviews written by NickStebner
| 11 results - showing 1 - 11 | Results per page: |
Year End Income Tax Planning (Event)
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Financial Services Reform Update (Event)
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Very good, relevant session. Credible presenters for the topic.
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Roth IRA Conversion Techniques (Event)
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Excellent presentation on a great topic. Detailed in the areas that are key to know our clients better, and provides a good framework, I think, for surveying our clients' satisfaction.
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Excellent presentation on portfolio tax efficiency. Please keep it up.
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| 11 results - showing 1 - 11 |
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