4.4 /5
(9)

instructor

4.4 /5
(9)

  • Avatar
    Kathleen
    (5)
    Positive

    Great outlook and information

  • Avatar
    Kerrie
    (5)
    The Two Hat Problem

    How to Ethically Represent Fiduciaries and Beneficiaries

  • Avatar
    janie
    (5)
    How to Ethically Represent Fiduciaries and Beneficiaries

  • Avatar
    Janet
    (5)
    Two Hat problems: How to ethically represent Fiduciaries and Beneficiaries

    The speaker was very knowledgeable and I was able to feel a continued sense of confidence in the manner I conduct my business and manage my clients portfolios and assets

  • Avatar
    Tricia
    (3)
    Feeling old.

    It felt strange to have an attorney with 4 years' experience providing this seminar, when I myself have over 35 years experience in estate planning. While the presenter did a good job with the material, I have a hard time overcoming this bias that he doesn't have practical experience with the subject matter.

  • Avatar
    Barbara
    (5)
    I liked title of Two Hat Problem

    Even though geared for attorney’s it also applied to professional fiduciaries. Handouts clear

  • Avatar
    Fareday
    (4)
    Good

    good

  • Avatar
    Regina
    (3)
    The Two-Hat Problem - Good Title

  • Avatar
    Jim
    (5)
    Good title.

    Very informative and handout is a great resource/reference tool.

img