Reviews written by meridianfinancial

65 results - showing 1 - 25  
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meridianfinancialmeridianfinancial   February 27, 2024
7.0
Average Attendee Rating
Poor Average Excellent

good ideas on due diligence unique topic

meridianfinancialmeridianfinancial   February 15, 2024
10
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great case studies

meridianfinancialmeridianfinancial   November 06, 2023
8.0
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he is consistent in his opinion

meridianfinancialmeridianfinancial   February 13, 2023
9.0
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Always informative. too bad webinar was cut short

meridianfinancialmeridianfinancial   October 17, 2022
10
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meridianfinancialmeridianfinancial   September 12, 2022
10
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meridianfinancialmeridianfinancial   January 10, 2022
9.0
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meridianfinancialmeridianfinancial   December 12, 2021
10
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excellent as always

meridianfinancialmeridianfinancial   August 24, 2021
10
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Excellent material and very important for advisors

meridianfinancialmeridianfinancial   August 17, 2021
10
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Excellent presenter and topic. Very timely. Prospects have been asking me for this type of work.

meridianfinancialmeridianfinancial   July 13, 2021
10
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Excellent presentation. Great for newer practitioners and experienced to remind them of good practices.

meridianfinancialmeridianfinancial   February 08, 2021
10
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meridianfinancialmeridianfinancial   January 20, 2021
10
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meridianfinancialmeridianfinancial   January 11, 2021
10
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Love demographic data

meridianfinancialmeridianfinancial   November 09, 2020
9.0
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meridianfinancialmeridianfinancial   October 13, 2020
10
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clear overview of SEC priorities.

meridianfinancialmeridianfinancial   October 12, 2020
10
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great as always

meridianfinancialmeridianfinancial   August 10, 2020
10
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Excellent as always. Would love to hear more about MMT

meridianfinancialmeridianfinancial   February 10, 2020
10
Average Attendee Rating
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Not much news but always good to keep up

meridianfinancialmeridianfinancial   December 09, 2019
3.0
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meridianfinancialmeridianfinancial   March 20, 2019
4.0
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good review and learned some new things

meridianfinancialmeridianfinancial   December 12, 2016
(Updated: December 12, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
meridianfinancialmeridianfinancial   July 11, 2016
(Updated: July 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I couldnt see where to ask questions as I have in the past. I define the market risk premium the way I learned it in CFA. The difference...

Financial Planning
meridianfinancialmeridianfinancial   May 06, 2016
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Very steep lerarning curve

No software is perfect. All of them have flaws. Know what you can overlook ahead of time. If the program does not do something perfectly that is key for...

65 results - showing 1 - 25  
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