Reviews written by Pvdonohoe

May 2011 Economy Update From Fritz Meyer

Webinars

Pvdonohoe May 09, 2011
(Updated: May 09, 2011)

5.0
Average Attendee Rating
Poor	Average	Excellent

excellant

Read Review Comments (0)

Building A Better Balanced Portfolio

Webinars

Pvdonohoe April 07, 2011
(Updated: April 07, 2011)

3.0
Average Attendee Rating
Poor	Average	Excellent

Good

Read Review Comments (0)

10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors

Webinars

Pvdonohoe March 03, 2011
(Updated: March 03, 2011)

5.0
Average Attendee Rating
Poor	Average	Excellent

Good details

Read Review Comments (0)

New Law Means Advisors Must Battle Client Indifference To Estate Planning

Webinars

Pvdonohoe January 27, 2011
(Updated: January 27, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good overview

Read Review Comments (0)

2011 Compliance Planning

Webinars

Pvdonohoe December 16, 2010
(Updated: December 16, 2010)

3.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

MoneyGuidePro

Financial Planning

Pvdonohoe April 23, 2010

Overall rating

2.2

Company

3.0

Interface

3.0

Integration

2.0

Pricing

4.0

Monte Carlo Simulation

1.0

Taxes

2.0

Asset Allocation

1.0

LTC-College Planning

2.0

Estate Planning

2.0

Do not use enough to get good. Confusing What if scenarios

I can't recommend, I prefer the old Financial Profile that I used at my old firm

Read Review Comments (0)

The New Estate Planning Landscape

Webinars

Pvdonohoe January 28, 2010
(Updated: January 28, 2010)

3.0
Average Attendee Rating
Poor	Average	Excellent

good

Read Review Comments (0)

Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity

Webinars

Pvdonohoe May 14, 2009
(Updated: May 14, 2009)

3.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)