Reviews written by robertc724

13 results - showing 1 - 13  
 
 
Financial Advisor Webinar Series
robertc724robertc724   August 13, 2018
Rating 
 
5.0
robertc724robertc724   April 25, 2018
Rating 
 
5.0
Financial Advisor Webinar Series
robertc724robertc724   April 11, 2018
Rating 
 
5.0

Excellent as always; just a bit more material than I could absorb in the time allowed. But, great!

robertc724robertc724   April 09, 2018
Rating 
 
5.0

Excellent; very much appreciate Fritz' depth of analysis.

robertc724robertc724   January 08, 2018
(Updated: January 08, 2018)
Rating 
 
5.0

Excellent and thorough resource. I greatly appreciate Fritz' presentations.

Financial Advisor Webinar Series
robertc724robertc724   December 13, 2017
(Updated: December 13, 2017)
Rating 
 
4.0
Financial Advisor Webinar Series
robertc724robertc724   August 07, 2017
(Updated: August 07, 2017)
Rating 
 
5.0

Always great material. Thanks!

robertc724robertc724   January 09, 2017
(Updated: January 09, 2017)
Rating 
 
5.0
robertc724robertc724   February 08, 2016
(Updated: February 08, 2016)
Rating 
 
5.0
Financial Advisor Webinar Series
robertc724robertc724   January 20, 2016
(Updated: January 20, 2016)
Rating 
 
5.0
Financial Advisor Webinar Series
robertc724robertc724   October 22, 2015
(Updated: October 22, 2015)
Rating 
 
4.0

Affirming.

Financial Planning
robertc724robertc724   February 27, 2012
Overall rating 
 
3.7
Company 
 
5.0
Interface 
 
4.0
Integration 
 
4.0
Pricing 
 
4.0
Monte Carlo Simulation 
 
4.0
Taxes 
 
2.0
Asset Allocation 
 
4.0
LTC-College Planning 
 
3.0
Estate Planning 
 
3.0

MGP

Strong on projections and scenarios.

Financial Advisor Webinar Series
robertc724robertc724   June 10, 2010
(Updated: June 10, 2010)
Rating 
 
5.0

I will want to listen to it again. Very good.

13 results - showing 1 - 13