"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."
2022
Pacific Coast Banking School
Estate Planning and Asset Protection
Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.78"
Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.78"
"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"
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
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!"