Reviews written by maria561

5 results - showing 1 - 5 Results per page:
 
The History Of Manager Due Diligence And Where We Went Wrong (Event)
 

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Not very informative
Rating:
 
 3.0
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maria561 Reviewed by maria561
February 11, 2011

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Last updated: February 11, 2011
 
State Securities Chiefs Speak About RIA Regulatory Overhaul (Event)
 

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excellent participants
very helpful
Rating:
 
 4.0
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maria561 Reviewed by maria561
December 03, 2010

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Last updated: December 03, 2010
 
The New Form ADV Part 2 (Event)
 

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Helpful but too much ground to cover
Rating:
 
 3.0
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maria561 Reviewed by maria561
November 12, 2010

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Last updated: November 12, 2010
 
Year-End Tax Moves For 2010 (Event)
 

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very concrete and helpful advice
Rating:
 
 5.0
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maria561 Reviewed by maria561
October 01, 2010

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Last updated: October 01, 2010
 
Secure Solutions To Protect Client Data And Comply With New Privacy Laws (Event)
 

0 of 0 people found the following review helpful
Very helpful although some of the items probably went over my head (we're a small office so less sophisticated). Did make me more aware and I will focus more on this issue. Brian would be a great presenter at our regional FPA events.
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 4.0
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maria561 Reviewed by maria561
April 02, 2010

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Last updated: April 02, 2010
 
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