Reviews written by garyb253

11 results - showing 1 - 11  
 
 
Fritz Meyer Economic And Investment Update, December 2015
Webinars
garyb253garyb253   December 07, 2015
(Updated: December 07, 2015)
4.0
Average Attendee Rating
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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
Webinars
garyb253garyb253   April 10, 2014
(Updated: April 10, 2014)
3.0
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Right out of Dan Ariely's Irrational Behavior class.

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With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014
Webinars
garyb253garyb253   February 10, 2014
(Updated: February 10, 2014)
4.0
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Fritz Meyer Economic And Investment Update, December 2013
Webinars
garyb253garyb253   December 09, 2013
(Updated: December 09, 2013)
4.0
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Fritz Meyer's Economic Update And Investment Outlook For January 2013
Webinars
garyb253garyb253   January 07, 2013
(Updated: January 07, 2013)
4.0
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Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad
Webinars
garyb253garyb253   December 13, 2012
(Updated: December 13, 2012)
4.0
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Year End Income Tax Planning
Webinars
garyb253garyb253   September 06, 2012
(Updated: September 06, 2012)
4.0
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MoneyGuidePro
Financial Planning
garyb253garyb253   August 28, 2012
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

4 year user, mostly satisfied

Recent G3 upgrades are a nice addition.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012
Webinars
garyb253garyb253   March 12, 2012
(Updated: March 12, 2012)
4.0
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Income & Estate Tax Strategies For The Year
Webinars
garyb253garyb253   February 02, 2012
(Updated: February 02, 2012)
4.0
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Helpful info. Well presented.

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Year-End Tax Moves For 2010
Webinars
garyb253garyb253   September 30, 2010
(Updated: September 30, 2010)
3.0
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Not much new information or extraordinary insight.

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11 results - showing 1 - 11