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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
eMoney
Hot
Financial Planning
by Guest October 20, 2009
April 29, 2010
cj2010
View all my reviews (5)
Overall rating
3.5
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Good Tool
na
User Review
The Good
Easy to use - like the report.
The Bad
Would like to be able to add ongoing future contributions into the asset allocation model.
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.