"A fresh perspective."
2008
ABA National Trust and National Graduate Trust School
Ethics
Primary Audience: Trust Officers from Banks and Financial Service Companies
Course Evaluation: "Overall Satisfaction with the Course: 5.0"
Primary Audience: Trust Officers from Banks and Financial Service Companies
Course Evaluation: "Overall Satisfaction with the Course: 5.0"
"Engaging."
"Great instructor."
"One of the best instructors."
Pacific Coast Banking School
Asset Protection and Tax Planning
Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.88"
Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.88"
"Mr. Goodman is an easy-to-follow speaker who reinforced the concepts with good real life examples."
"Information was applicable professionally and personally." [Emphasis in original]
"His knowledge and energy motivate you to learn more."
Practical Financial Planning
Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.88"
Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.88"
"I would take a class in watching paint dry if Steve taught it. He's always outstanding."
"Truly Practical - Great Class."
"Great! Thoroughly enjoyed this class. Steve had a great combination of knowledge and humor. Obviously knows this subject inside and out and has a passion for sharing his knowledge. I really liked the group case scenarios."