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20+
Years of Experience4.7/5
Average Rating95%
Avg. Completion Rate50+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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MB
This was a real eye-opening course. It provides a practical framework to advise clients from a financial planning viewpoint or to effect tax planning. The cash flow model for assessment and decision making was parallels the operation of the rental for tax planning as well. Excellent presentation.
SS
A few more real world examples would be helpful for me personally but overall it was very informative and well put together.
WL
Great presentation, I have received a wealth of information.
MD
Thank You!
RF
Very good presentation; excellent speaker.
CT
good info
RC
Very well informed and easy to follow along. Questions were great as well. A++
DH
I am thinking about planning something for myself after the training. Thanks.
MD
Thank you!
JS
Lots of good advice and general over view!
JB
Excellent overview of some options to defer taxes.
DM
Great educational experience; however, the topic is so broad and encompasses many subtopics that I would recommend increasing the length of this particular session.
Rich Arzaga CFP®, CCIM
The Real Estate Whisperer Financial Planning and Education
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