Reviews written by Dan Lohmar

32 results - showing 1 - 25  
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Dan LohmarDan Lohmar   November 14, 2013
(Updated: November 14, 2013)
4.0
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Dan LohmarDan Lohmar   November 07, 2013
(Updated: November 07, 2013)
5.0
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Good. Stuff . Retirement income generation is a area that cannot be talked about too much. I'm always willing to listen to new ideas.

Dan LohmarDan Lohmar   October 24, 2013
(Updated: October 24, 2013)
3.0
Average Attendee Rating
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too much information in too short of a period. Good info, but just too much to cover in 60 mins.

Dan LohmarDan Lohmar   June 10, 2013
(Updated: June 10, 2013)
5.0
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Dan LohmarDan Lohmar   May 13, 2013
(Updated: May 13, 2013)
5.0
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Always insightful and great perspective. Always good to have an economic view that is free from political persuasion.

Dan LohmarDan Lohmar   May 09, 2013
(Updated: May 09, 2013)
4.0
Average Attendee Rating
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Good to consider information. I'm not sold on the approach after an hour webinar but there were good points to take away.

Dan LohmarDan Lohmar   May 02, 2013
(Updated: May 02, 2013)
5.0
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Dan LohmarDan Lohmar   April 08, 2013
(Updated: April 08, 2013)
5.0
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Dan LohmarDan Lohmar   April 04, 2013
(Updated: April 04, 2013)
5.0
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great review and compilation of info

Dan LohmarDan Lohmar   March 28, 2013
(Updated: March 28, 2013)
5.0
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Very informative. I spent some time reading up on Income Discovery this week so it was great to have a first hand presentation.

Dan LohmarDan Lohmar   March 11, 2013
(Updated: March 11, 2013)
4.0
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as always, good stuff from Fritz

Dan LohmarDan Lohmar   February 14, 2013
(Updated: February 14, 2013)
5.0
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probably the best and most useful webinars on A4A. Very good info to go over. Bring him back!

Dan LohmarDan Lohmar   December 13, 2012
(Updated: December 13, 2012)
5.0
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great info on the new product. glad to see a consolidated unbiased presentation of the product.

Dan LohmarDan Lohmar   April 12, 2012
(Updated: April 12, 2012)
5.0
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As always, Great CE credit presentation. it doesn't get better than that.

Dan LohmarDan Lohmar   April 09, 2012
(Updated: April 09, 2012)
5.0
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Dan LohmarDan Lohmar   February 16, 2012
(Updated: February 16, 2012)
4.0
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Dan LohmarDan Lohmar   February 13, 2012
(Updated: February 13, 2012)
5.0
Average Attendee Rating
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Fritz always give good insight. Another good one.

Dan LohmarDan Lohmar   February 09, 2012
(Updated: February 09, 2012)
3.0
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Dan LohmarDan Lohmar   February 02, 2012
(Updated: February 02, 2012)
5.0
Average Attendee Rating
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good info regarding tax considerations. Bob always has good presentations and insight.

Dan LohmarDan Lohmar   January 19, 2012
(Updated: January 19, 2012)
3.0
Average Attendee Rating
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Webinar would have been better from an adivor's point if it were presented in a "this is what you should do when a client is presented with a life settlement...

Dan LohmarDan Lohmar   October 27, 2011
(Updated: October 27, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

very good info to get all in one place

Financial Planning
Dan LohmarDan Lohmar   August 02, 2011
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
2.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
5.0

Switched from Money Guide Pro to Naviplan Select

I just switched from Money Guide Pro to NaviPlan select. There were features of MGP I thought were great, such as itemized goal prioritizing and asset class history, but...

Dan LohmarDan Lohmar   January 06, 2011
(Updated: January 06, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

OUTSTANDING! This is a topic that does not get nearly the attention is deserves. Buy and hold advisors compete on a daily basis with the daily bombardment...

Dan LohmarDan Lohmar   November 11, 2010
(Updated: November 11, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Dan LohmarDan Lohmar   October 28, 2010
(Updated: October 28, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Very informative. Good to get "real life" information. Great format to understand the "value" of estate planning. Will use the similar format with clients.

32 results - showing 1 - 25  
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