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CFP Ethics Class
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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
Golden Years
Hot
Financial Planning
by
a4a-manage
December 10, 2008
August 11, 2014
willmatm
View all my reviews (2)
Overall rating
3.8
Company
4.0
Interface
4.0
Integration
1.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
5.0
Money Tree Golden Years
N/A
User Review
The Good
Provides great detail.
The Bad
Poor integrations
The Bottom Line
Lots of manual inputs but worth it if you are looking to get a detailed projection .
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.