What Attendees Say About Our Workshops

• “Many surprises, great, informative”
  “Amazing presentation!!”  
  - Terre K .
• “Very good; excellent instruction – sincere, personable, knowledgeable, skillful”
   
  - Deborah M.
• “Eye opener”
   
  - James H.
• “Very helpful – wish I had attended a workshop years ago.”
   
  - Tim H.
• “Very informative, to the point, practical, great exemplars…explained options with simple but quite illustrative examples.”
   
  - Steve & Loretta F.
• “Very motivational and clear with the benefits of taking the time to properly invest money for retirement income.”
   
  - Rebecca H.
• “Well put together financial information.”
   
  - Christine H.
• “Excellent – a lot of wonderful information and a lot to think about and digest. [For] protecting your money - never knew these safety nets existed.”
   
  - Robert & Joyce M.
• “Very useful and informative – understanding various ways to plan the allocation of assets for heirs.”
   
  - Andy T.
• “Informative, eye opening. How to avoid depleting all family assets just from human mortality.”
   
  - Bill G.
• “Trust information was very helpful.”
  “Great experience, needed [this] info.”
   
  - Antonio L.
• “Superb!...Clear, easy to understand.”
   
  - Roger B.
• “Excellent – very helpful! Information on trusts, especially life insurance trusts.”
   
  - Elizabeth C.
• [What did you find most beneficial?] “The concept of being able to maintain an aggressive approach to investing as I age.”
   
  - Gail H.
• “Everyone should attend. ”
  [What did you find most beneficial?] “How to guard against paying estate and income taxes.”
   
  - Ruth J.
• [What did you find most beneficial?] “Value of A-B and credit trusts.”
   
  - Bernadette M.
• “Learned value of Long-Term Care insurance, value if you don’t prepare. Increased awareness.”
   
  - Leo Q.
• “Mark Timmick was a knowledgeable presenter. His Long-Term Care strategies are very beneficial in making some difficult decisions.”
  “We learned and appreciated the vast knowledge and financial info which Mark gave us.”
   
  - Walter S.
• [What did you find most beneficial?] “Comprehensive nature of presentation.”
   
  - Mary Lou S.
• “Thanks for a great workshop. We already are comfortable with what we have and are well prepared in our retirement for eventualities. You have simply reinforced our comfort in knowing this. You have a great reference guide [handout].”
   
  - Phil D.
• [What did you find most beneficial?] “Annuity explanations.”
   
  - Thomas T.
• “Mark is an excellent communicator…everyone needs to know this stuff.”
   
  - Jim D.
• “ Invaluable – everyone should attend beginning at age 40 to prepare for future.”
  [What did you find most beneficial?] “Annuities – possibly rearranging my IRA, TSP & definitely savings account.”
   
  - Carol M.
• “ Very informative, slides were excellent. Very worthwhile for everyone that is retired or nearing retirement.”
  “The info on annuities was beneficial & applicable.”
   
  - Craig M.
• “[Presentation was] Very well organized. Easy to follow flow of information.”
   
  - Claire M.
• “ Really great info, everyone should have. The info was detailed enough to make me feel comfortable about moving forward with making plans now for future needs.”
  “Info on trusts and avoiding probate & minimizing estate taxes can be very helpful for planning.”
   
  - Mary R.
• “Great stuff. ” [What did you find most beneficial?] “Learning about annuities.”
   
  - Sarah S.
• “All info is very valuable – wish I had this several years ago….learned I need to tweak my current plan.”
   
  - Carol M.
• “So much information not generally known.”
   
  - Walt M.
• “Was very knowledgeable and willing and open to all questions.”
   
  - Michael L.
• “Course is excellent.”
   
  - John B.
• “Thinking outside of box with creative ideas.”
   
  - Lou F.
• “I found the entire seminar presentation very useful and informative. The information was well presented.”
   
  - Buzz S.
• “We are looking forward to an opportunity to talk with you.”
   
  - Bob & Marilyn B.
• “Thank you SO MUCH. Marvelous!”
   
  - Ellen C.
• “Great presentation. Even though you went over you held our interest both sessions...”
   
  - Robert & Edie J.
• “ We found the discussion to be very beneficial and interesting.”
  “The topics covered were excellent.”
   
  - James & Jacquelyn W.
• “Excellent, very well [done] presentation.”
   
  - Maleka K.
• “I am impressed. I think I will be able to work with you when I am ready.”
   
  - Constantinos & Judith P.
• “Very informative and valuable.”
   
  - Pat S.