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30+
Years of Experience4.6/5
Average Rating85%
Avg. Completion Rate30+
Number of CoursesGain insights into their journey, expertise, and professional impact.
Here’s what MYCPE ONE speakers bring to the tableDiscover ratings and feedback from learners who have gained valuable insights.
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PS
Great!
SP
Good
LV
great
EM
Very interesting and informative presentation on the details of Roth conversion of IRA’s. The slides were detailed and made sense. How practical this option would be for most regular people remains to be seen since those putting a lot away for retirement usually don’t have huge chunks of money laying around to pay the taxes for conversion so perhaps some real life examples would have been helpful.
BA
I appreciate the variety of classes offered and doing zoom.
SH
Roth, 7/23/2024: instructor JP Ruiz. One of the best presented classes ever. Clear, concise, precise, powerpoint, with IRS forms excerpts included at same time of discussion, not at end in some glossary that no one will ever find/read, so viewer can actually SEE live-time which IRS forms come into play, all the way down to LINE ITEM. And pertinent, in order, polling questions, that are asked immediately after section covered, which helps with cementing the students understanding/retention. Could easily expand this class to 2 hours. EXCELLENT PRESENTATION.
MB
The webinar was quick and to the point. It covered the stated materials. An additional add-on for this topic would be to explain what happens if a taxpayer exceeds their annual contribution amount.
JL
Presentation could be bettrr organized. Probsbly improve slides
BP
We don't assist clients set up plans. We leave that to their bankers and brokers. The last half of the program, dealing with contribution limits etc. was useful. Good instructor
AA
This was very informative.
JS
Good webinar. Explanations of types of forms and qualifying IRA accounts were very good.
CK
Great coverage of this topic! Thanks for a great course.
John Paul Ruiz QKA
Ruiz Consulting LLC
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