2022
Pacific Coast Banking School
Estate Planning and Asset Protection

Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.78"

  • "This is one of the most meaningful classes I have taken yet. It is a benefit for me personally and professionally. I review trust departments in my role and this course was a great refresher on what to look for."

  • "Steve did a great job at making a dry topic interesting and relatable. He was prepared, knowledgeable and easy to follow and understand. Felt like my knowledge of the topics were expanded in a very practical matter."

  • "Steve’s real world examples were excellent. He is thorough and makes sure we all understand before moving on. He was fantastic."

Practical Financial Planning

Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.80"

  • "Mr. Goodman is amazing! I have never attended a financial planning course that is so meaningful."

  • "This class was just amazing. Steve made the content interesting, applicable and easily accessible. His love of the topic was contagious. The time flew during the 90 mins. I am so glad I signed up for Steve’s second session. I can’t recommend this course highly enough."

  • "It is really practical. I love the fact that we can apply the knowledge right away."

Southeastern School of Banking
Sales In Financial Services

Primary Audience: Lending Officers
Course Evaluation: n/a

  • "Mr. Goodman, I really enjoyed your presentation at the TBA Southern School of Banking. Your engaging teaching style and stories will stick with me for years to come! Thank you!"