"Engaging, wonderful presenter who's knowledgeable about a broad subject matter that's of relevance to me" 

"Instructor was knowledgeable, energetic, and infused material with humor." 

"Essential! An excellent program. Dave Carboni is first rate and should be brought back as much as possible." "Made confusing topics more understandable." 

"Excellent! David Carboni is superb! Engaging, fun, informative all the time." 

"This program opens your eyes to realize the urgent need to get our finances and documents in order - pronto!" 

"Wonderfully communicative - well informed - kept my interest. Thought of and covered everything!" 

"Excellent presentation - sense of humor - able to explain on a level understandable by everyone." 

 "I have been to many "retirement planning" sessions. This was the best by far." 

 "These sessions were excellent - Mr. Carboni was very knowledgeable. An excellent, excellent speaker and very good at making difficult, complex topics accessible. Also, his style is engaging." 

"Great series of workshops - very beneficial and thought provoking. Speaker was not only extremely well-informed, but animated, humorous and lively, interactive performer. Would highly recommend this to others" 

"Over the last year I have gone to several events and this was by far the best in terms of broad coverage and detailed sets of resources for further work. Extremely helpful!" 

"It was a terrific program. I feel like I was given the roadmap and tools to be able to plan my retirement. Dave has a mastery of the material and a wonderful delivery."

- Participants