Eighty-six percent (86%) of attendees of my workshop last Tuesday gave it the highest “very useful” rating, with 14% giving it the next highest “will be useful” rating. The Financial and Insurance Professionals said they enjoyed hearing about how Trusts work, IRA planning, Personal Protection if you own rental property, the different uses of Life Insurance, Tax Laws in transition, Prenuptial Agreements in Estate Planning, and the different costs in Estate Planning.
The Professionals said it was “very informative”, that I “stayed on topic, had good energy, and gave good examples.”
Everyone stayed awake and took notes, even with the class starting at 4:00 p.m. and my serving wine and numerous hors d’oeuvres.
A good time was had by all, and I am thankful to those who attended.