Reviews written by chrisl602

24 results - showing 1 - 24  
 
 
chrisl602chrisl602   July 05, 2012
(Updated: July 05, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

chrisl602chrisl602   June 28, 2012
(Updated: June 28, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

This was a very good webinar presentation by Ric. However, discernment is necessary because his answers to questions, in my opinion, reveal him to be the arrogant person he...

chrisl602chrisl602   June 07, 2012
(Updated: June 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

chrisl602chrisl602   June 07, 2012
(Updated: June 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

chrisl602chrisl602   February 09, 2012
(Updated: February 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Very interesting presentation. Puts some meat on the bones of "will I have enough?"

chrisl602chrisl602   January 19, 2012
(Updated: January 19, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

It was good but so technical that it probably won't be very useful. It did help with basic understanding of the issues and process.

chrisl602chrisl602   November 17, 2011
(Updated: November 17, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

-

chrisl602chrisl602   November 10, 2011
(Updated: November 10, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

chrisl602chrisl602   October 27, 2011
(Updated: October 27, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Really good and usable information.

chrisl602chrisl602   September 08, 2011
(Updated: September 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

I thought it was great! I'm a CPA in addition to CFP and I relate to the approach and ideas that Bob Keebler present.

chrisl602chrisl602   July 11, 2011
(Updated: July 11, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Excellent information! Optimism backed by reality!

chrisl602chrisl602   June 16, 2011
(Updated: June 16, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Very good. Sound quality wasn't great though.

chrisl602chrisl602   May 12, 2011
(Updated: May 12, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Ron's well modulated voice was at times hard to stay awake to.

Financial Planning
chrisl602chrisl602   March 27, 2011
Overall rating 
 
 
2.7
Company 
 
 
3.0
Interface 
 
 
2.0
Integration 
 
 
2.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
1.0

Silver Financial is not Precious

I don't find this program to be particularly helpful in my client meetings.

Portfolio Management
chrisl602chrisl602   March 14, 2011
Overall rating 
 
 
2.0
Company 
 
 
2.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
1.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
1.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
4.0

Not worth it.

Price isn't everything.

chrisl602chrisl602   June 10, 2010
(Updated: June 10, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

This is another great one! Nothing better than a Keebler webinar and A4A is best at bringing the best!

chrisl602chrisl602   April 14, 2010
(Updated: April 14, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

chrisl602chrisl602   April 08, 2010
(Updated: April 08, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Very interesting. I liked it and think it might be useful for some of my clients.

chrisl602chrisl602   February 25, 2010
(Updated: February 25, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

I really like your webinars. If I could change anything, it would be to keep them to an hour. I don't know how you do this because I...

chrisl602chrisl602   February 18, 2010
(Updated: February 18, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

I thought it was great.

chrisl602chrisl602   January 28, 2010
(Updated: January 28, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

This was another fabulous webinar. Thank you.

chrisl602chrisl602   January 07, 2010
(Updated: January 07, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Always wonderful!

chrisl602chrisl602   December 10, 2009
(Updated: December 10, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

This was a great one! The technology was good (though I have trouble getting enough volume to my ears). I'm a FA and CPA and the topic is...

chrisl602chrisl602   December 03, 2009
(Updated: December 03, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

this was a very useful and informative webinar. Safety of client information is a top concern and this gave me some good info for followup

24 results - showing 1 - 24