Reviews written by markb918

31 results - showing 1 - 25 1 2 Results per page:
 
 

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5.0
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markb918 Reviewed by markb918
April 04, 2013

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Last updated: April 04, 2013
 
 

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markb918 Reviewed by markb918
January 24, 2013

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Last updated: January 24, 2013
 
 

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markb918 Reviewed by markb918
December 10, 2012

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Last updated: December 10, 2012
 
 

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a needed tool
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5.0
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markb918 Reviewed by markb918
October 18, 2012

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Last updated: October 18, 2012
 
 

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5.0
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markb918 Reviewed by markb918
October 08, 2012

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Last updated: October 08, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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markb918 Reviewed by markb918
October 04, 2012

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Last updated: October 04, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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markb918 Reviewed by markb918
September 10, 2012

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Last updated: September 10, 2012
 
 

0 of 0 people found the following review helpful
detailed and complicated. Shows that clients clearly need our assistance with their planning.
Rating:
 
5.0
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markb918 Reviewed by markb918
June 21, 2012

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Last updated: June 21, 2012
 
 

0 of 0 people found the following review helpful
Great content. Easy to understand
Rating:
 
5.0
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markb918 Reviewed by markb918
June 07, 2012

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Last updated: June 07, 2012
 
 

0 of 0 people found the following review helpful
Great content. Easy to understand
Rating:
 
5.0
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markb918 Reviewed by markb918
June 07, 2012

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Last updated: June 07, 2012
 
 

0 of 0 people found the following review helpful
very good, quite technical. How about tying in a future webinar that will provide some input on how to solve for the scenarios that were discussed.
Rating:
 
5.0
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markb918 Reviewed by markb918
May 17, 2012

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Last updated: May 17, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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markb918 Reviewed by markb918
May 16, 2012

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Last updated: May 16, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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markb918 Reviewed by markb918
February 09, 2012

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Last updated: February 09, 2012
 
 

0 of 0 people found the following review helpful
complex but timley
Rating:
 
5.0
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markb918 Reviewed by markb918
February 02, 2012

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Last updated: February 02, 2012
 
 

0 of 0 people found the following review helpful
Kind of like drinking from a firehose! Helpful and scary about keeping up with the compliance changes.
Rating:
 
5.0
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markb918 Reviewed by markb918
January 05, 2012

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Last updated: January 05, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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markb918 Reviewed by markb918
December 01, 2011

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Last updated: December 01, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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markb918 Reviewed by markb918
September 15, 2011

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Last updated: September 15, 2011
 
Financial Planning
 

Sunguard Wealthstation

0 of 0 people found the following review helpful
too complicated to use
Overall rating: 
 
2.9
Company :
 
3.0
Interface :
 
2.0
Integration :
 
2.0
Pricing :
 
4.0
Monte Carlo Simulation :
 
3.0
Taxes :
 
3.0
Asset Allocation :
 
2.0
LTC-College Planning :
 
4.0
Estate Planning:
 
3.0
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markb918 Reviewed by markb918
September 13, 2011

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Great and looking forward to future webinars with Bob.
Rating:
 
5.0
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markb918 Reviewed by markb918
September 08, 2011

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Last updated: September 08, 2011
 
 

0 of 0 people found the following review helpful
excellent and well timed given current market scenarios
Rating:
 
5.0
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markb918 Reviewed by markb918
August 08, 2011

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Last updated: August 08, 2011
 
 

0 of 0 people found the following review helpful
Extremely helpful and insightful material from a world class advisor who really know his stuff.
Rating:
 
5.0
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markb918 Reviewed by markb918
July 28, 2011

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Last updated: July 28, 2011
 
 

0 of 0 people found the following review helpful
Very informative, well presented, most helpful
Rating:
 
5.0
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markb918 Reviewed by markb918
May 09, 2011

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Last updated: May 09, 2011
 
 

0 of 0 people found the following review helpful
easy to understand and the data was very helpful
Rating:
 
5.0
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markb918 Reviewed by markb918
April 14, 2011

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Last updated: April 14, 2011
 
 

0 of 0 people found the following review helpful
good info which causes me to rethink how I can present information to our clients.
Rating:
 
5.0
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markb918 Reviewed by markb918
February 10, 2011

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Last updated: February 10, 2011
 
 

0 of 0 people found the following review helpful
like drinking from a fire hose! Great content. It has scared the hell out of me as I have RIA and am the sole advisor
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5.0
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markb918 Reviewed by markb918
November 11, 2010

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Last updated: November 11, 2010
 
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