Reviews written by chance

38 results - showing 1 - 25  
1 2  
 
Financial Advisor Webinar Series
chancechance   April 11, 2018
Rating 
 
5.0

Great!

Financial Advisor Webinar Series
chancechance   March 13, 2018
Rating 
 
4.0

Insightful presentation - thanks

Financial Advisor Webinar Series
chancechance   February 07, 2018
(Updated: February 07, 2018)
Rating 
 
5.0
Financial Advisor Webinar Series
chancechance   November 13, 2017
(Updated: November 13, 2017)
Rating 
 
5.0
chancechance   June 04, 2017
(Updated: June 04, 2017)
Rating 
 
3.0

Is was very, very basic...

Financial Advisor Webinar Series
chancechance   May 08, 2017
(Updated: May 08, 2017)
Rating 
 
5.0
chancechance   February 07, 2017
(Updated: February 07, 2017)
Rating 
 
4.0
Financial Advisor Webinar Series
chancechance   May 05, 2016
(Updated: May 05, 2016)
Rating 
 
4.0
chancechance   August 20, 2015
(Updated: August 20, 2015)
Rating 
 
5.0

very good

chancechance   January 12, 2015
(Updated: January 12, 2015)
Rating 
 
5.0

Great!

chancechance   October 16, 2014
(Updated: October 16, 2014)
Rating 
 
4.0

It contained useful and relevant info

chancechance   July 07, 2014
(Updated: July 07, 2014)
Rating 
 
5.0

Review

5

chancechance   October 31, 2013
(Updated: October 31, 2013)
Rating 
 
5.0

-

chancechance   September 26, 2013
(Updated: September 26, 2013)
Rating 
 
5.0

-

Financial Advisor Webinar Series
chancechance   August 15, 2013
(Updated: August 15, 2013)
Rating 
 
5.0

-

chancechance   July 18, 2013
(Updated: July 18, 2013)
Rating 
 
5.0

Great stuff!

chancechance   November 12, 2012
(Updated: November 12, 2012)
Rating 
 
5.0

-

chancechance   November 08, 2012
(Updated: November 08, 2012)
Rating 
 
5.0

-

Financial Planning
chancechance   October 07, 2012
Overall rating 
 
3.9
Company 
 
5.0
Interface 
 
5.0
Integration 
 
5.0
Pricing 
 
4.0
Monte Carlo Simulation 
 
4.0
Taxes 
 
3.0
Asset Allocation 
 
4.0
LTC-College Planning 
 
3.0
Estate Planning 
 
2.0

Great all-around planning tool

This is a hit with clients

chancechance   September 10, 2012
(Updated: September 10, 2012)
Rating 
 
5.0

-

chancechance   August 13, 2012
(Updated: August 13, 2012)
Rating 
 
5.0

-

chancechance   July 09, 2012
(Updated: July 09, 2012)
Rating 
 
5.0

-

chancechance   March 12, 2012
(Updated: March 12, 2012)
Rating 
 
5.0

-

chancechance   February 13, 2012
(Updated: February 13, 2012)
Rating 
 
5.0

-

Financial Advisor Webinar Series
chancechance   February 02, 2012
(Updated: February 02, 2012)
Rating 
 
5.0

-

38 results - showing 1 - 25  
1 2