Reviews written by gregh650

8 results - showing 1 - 8  
 
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
gregh650gregh650   March 08, 2012
(Updated: March 08, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

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Year-End Tax Planning For Financial Advisors
Webinars
gregh650gregh650   October 27, 2011
(Updated: October 27, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Good, complex.

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Investigo
Portfolio Management
gregh650gregh650   September 09, 2011
Overall rating 
 
 
2.1
Company 
 
 
2.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
2.0
Reports 
 
 
1.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
3.0

Questionable

Kind of go along with the rest.

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Introduction To Tax-Efficient Investing (Part 1)
Webinars
gregh650gregh650   September 08, 2011
(Updated: September 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

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MoneyGuidePro
Financial Planning
gregh650gregh650   July 08, 2011
Overall rating 
 
 
4.0
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Decent program.

Good program.

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Asset Protection Using Domestic Trusts
Webinars
gregh650gregh650   March 02, 2011
4.0
Average Attendee Rating
Poor Average Excellent

Asset Protection

Good Update

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Roth IRA: Beyond The Basics
Webinars
gregh650gregh650   June 10, 2010
(Updated: June 10, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

great sales ideas

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8 results - showing 1 - 8