Speaker was excellent; facilities were excellent. The program and materials were good, but I felt like they were a bit more "basic" than the course description provided. As a result, a lot of course time was spent going over base level information, and some of the more complex/interesting subjects received only a cursory discussion (i.e. the planning tools themselves, such as trusts and annuities, which I would have thought from the course title would have been the primary focus). Nonetheless, overall a good program.
5 years ago
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