"Think of Retire Secure! as a GPS for your money. You may know where you are and where you want to go, but you don't know how to get there. Jim offers the best routes."
–Larry King,
Larry King Live, CNN
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"In Retire Secure!, CPA and estate planning attorney Jim Lange provides a road-map for tax-efficient retirement and estate planning. This is an invaluable resource for investors and planners alike."
–Charles Schwab
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"Retire Secure! (2nd) covers two areas particularly well - Roth IRA conversions and estate planning for IRA owners."
–Jane Bryant Quinn,Newsweek, Bloomberg.com
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Evaluation Results from Jim Lange's
Most Recent Presentations
Jim Lange, CPA/Attorney, Author of Retire Secure!
Speaker - Explode Your Business with Roth IRA Conversions
5 = Excellent
4 = Very Good
3 = Good
2 = Fair
1 = Poor
July 16, 2009 in Nashville, TN
| Value of Content |
4.95 |
| Speaker’s Knowledge |
5.00 |
| Enthusiasm for Material |
4.57 |
| Teaching Effectiveness |
4.24 |
| Ideas You Can Implement |
4.70 |
| Good Use of Humor |
4.00 |
Specific Comments:
- Great! Excellent Timing.
- Took us on a journey to the next level of true, meaningful planning.
- Great information! A real primer for the fall class.
- Didn’t expect this topic to be so interesting and he did a great job.
- This was an outstanding session!
- Awesome!
- Very useful information.
- Excellent, would love more information.
- Good stuff!
- Big planning for most of my clients!!!
June 12, 2009 in San Francisco, CA
| Content/Subject |
4.3 |
| Speaker’s Knowledge |
4.5 |
| Value to Your Business |
4.5 |
Specific Comments:
- Great presentation.
- One of the most useful information presented at this meeting.
- Roth IRA ideas great.
- Good new idea to look at IRAs.
- What a new business opportunity.
- WOW!
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