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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Cheshire Wealth Manager
Financial Planning
by
a4a-manage
July 22, 2009
September 21, 2012
nicoleb973
View all my reviews (5)
Overall rating
3.1
Company
3.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Solid Product
User friendly system. Good mid-level financial planning software. Price is fair.
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.