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Missy McCarthy

City of Cincinnati

“Wow! After all these years in accounting and retirement planning, I learned of a new option. I really enjoyed listening to the presenter. He made the items interesting and related them back to the present time and to retirement time.”

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Tessa Hammons

Prairie Creek Grain Company

“The instructor, Dave Hall, is a very intelligent man and even a more effective presenter.”

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Bob Logan

Logan Financial

“ Dave clearly knew the material; a great learning experience”

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Wanda Powell

Avara Pharmaceuticals Technologies, Inc.

“This was one of the best presentations I have attended. Very knowledgeable and great takeaway material.”

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Arne Morris

Townsend Asset Management

“This was an excellent presentation. This was extremely informative and provided information that was new and enlightening.”