Very disappointed. Received emails confirming our reservation, show and told that they do not have room for us. There were several other people there and told the same thing, they don’t have enough seats and it was first come, first serve. Having a reservation did not matter. We were told we could come to the next dinner the following Tuesday. After this, even if I could, there is no way I would trust Greg Lavelle with my money, let alone anyone else’s. My thoughts are, you couldn’t even manage an event with reservations in place, how can anyone trust him with their money?
Review by Donel10 months ago
Appreciate the low key, relaxed atmosphere created by the speaker.
Review by Bolanos10 months ago
Speaker was amazing, very polished genuine as the meal was amazing.
Review by Kimla10 months ago
This was an excellent review of what my (our) retirement plans and options are. We both agreed, this was a great 1st step on our “Retirement Reality”
Review by Chetcorp10 months ago
I was very impressed with Taylor Hodges and the information he presented at the seminar. It was very informative.
Review by Golsh11 months ago
Highly recommend this Seminar. Informative and presentation was Awesome. Keep up the good work Jessica
Review by Weedtroll1 year ago
Good seminar, worthwhile.
Review by Ramboni Bananahead1 year ago
Very good presentation, lots of information delivered in a understandable language. An eye opening reality check on retirement planning.
Review by Jason Brunk1 year ago
I enjoyed the seminar because I wasn’ forced to purchase products that I don’t need
Review by Maleasa Shamshoian1 year ago
They’re Excellent but I need to know more and I have an appointment with them on Saturday
Review by Xp1 year ago
Excellent informational session for those retiring ornear
Review by Sarsman1 year ago
We thought the information was interesting and useful. We had some important takeaways from listening. Overall, very good. I think we need a more in depth on social security and further investing. Thanks.
Review by Bhavnish1 year ago
Good retirement presentation!
Review by Sasikaran1 year ago
I wish more details were given about what you have to offer to determine if my upcoming appointment with you will be worth it or are we going to be wasting each other's time.
Review by RightStep1 year ago
I really enjoyed the program! There was a few things that were brought up for me to think about, it's difficult to try and think of everything that could come up during retirement. This program would be helpful for anyone nearing the retirement of the lives.
Review by DadgetDoc1 year ago
Review by Rhawni Fanjoy1 year ago
I was very impressed with the presentation given
Review by Guilloux1 year ago
This seminar was an eye opener. I feel anyone before retirement age should take this course.
Review by Anvilstrike Kawaller1 year ago
Meeting went very well. Presentor was well received by the audience and attentive to each. Several points were made a few more times than necessary but overall the message was very clear.
Review by Shevan1 year ago
Great presentation by Mike and the location was convenient for us to attend. I thought the presentation was great with Mike explaning various retirement tools to explore as we get ready to move some of our 401's, IRA's, etc. into better income producing markets. Going for my free evaluation today and can't wait to see what they come up with. Great job to all at Terrio!
Review by Bolle Littlebones1 year ago
I learned a lot.. I can't wait to actually have a one on one session with them
Review by Fojan1 year ago
Great information in a beautiful setting. Dan's caring attitude makes it easy to talk to him about financial realities, I would highly recommend his services to anyone who is looking for someone to help guide them towards retirement.
Review by Pantera Koha1 year ago
I recently attended their retirement seminar in Mandeville, La. The information that was provided, although basic in nature, was expertly presented in a laid-back easy to understand way that we really enjoyed. For someone who has little financial and retirement experience, this seminar would be very beneficial. You will have the opportunity to make an appointment for follow up details and planning. Our time there was enjoyable and worthwhile. Oh, and by the way, the food was wonderful!
Review by Jacqueline Garnett1 year ago
Good info for the people that need it !
Review by Moottorityö1 year ago
I got answers on all questions about my retirement. Thank you