Testimonials
Here are comments taken directly from the Attendee Evaluation forms from the 2012 Arizona Institute:
Speakers
- Having speakers go 2-3 hours allows them to go into more depth.
- The speakers were very good as always.
Peers
- Networking with some of the best practitioners in the field is the highlight.
- The programs are great, as is the networking with fellow professionals.
Topics
- Captive was new to me. Clearly an advanced topic, very appropriate to have it here.
- Very good topics this year, well organized.
- The mix of topics. To cover both Medicaid and Captives in one meeting covers the gamut.
What idea(s) are you going to use when you get back to your practice?
- Remind clients to revisit their estate documents.
- Exit planning.
- Networking strategies
- Develop blended family presentation
- Stop tax planning—focus on needs/goals
- More conversation with clients about LTC, Medicaid planning
- Using "friendly" terminology in describing planning techniques
- Continue to focus more on women and non-traditional living arrangements
"Wonderful venue. Beautifully and smoothly run. Varied topics that give me knowledge in areas where I'm not proficient and strengthen my knowledge in the areas where I am."
James Mader, CLU, ChFC
"This is the best value and educational program with great results for attendees and presenters! Looking forward to returning to Westward Look. Keep it going and never look back."
Sam Farb, Sr.
"Give me a choice of industry meetings and I will always pick the FSP Institute where professional growth is achieved."
Roger Hubley, CLU, ChFC, MSM, MSFS
"I come because this is a great program. I get to see old friends, make new ones, and learn things to make me better."
Dex Umekubo, CLU, ChFC
"Excellent as always! Re-energizes my practice!"
Deb Romary, CLU, MSM, CFP, MS
"Another excellent program."
Tom Petsche, CLU, ChFC, RHU
"Always meet an incredible group of people. I picked up ideas/language to include in publications, fact finders, financial planning."
Michele Collins, JD