Reviews written by DianePearson

Webinars

DianePearson May 14, 2015
(Updated: May 14, 2015)

5.0
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Informative charts

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Everything A Financial Advisor Needs To Know About College Funding And Taxes

Webinars

DianePearson April 23, 2015
(Updated: April 23, 2015)

5.0
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Optimizing Social Security Claims In Retirement Income Planning

Webinars

DianePearson October 16, 2014
(Updated: October 16, 2014)

5.0
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Impressive software

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How Advisors Can Encourage Good Behavior In Retirement Investors

Webinars

DianePearson August 21, 2014
(Updated: August 21, 2014)

5.0
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-

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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

Webinars

DianePearson July 10, 2014
(Updated: July 10, 2014)

5.0
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An Advisor's Guide To The Proper Use Of Life Insurance

Webinars

DianePearson February 20, 2014
(Updated: February 20, 2014)

5.0
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Bob always provides valuable insight.

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3.8% Surtax On Net Investment Income: The Final Regs

Webinars

DianePearson December 19, 2013
(Updated: December 19, 2013)

5.0
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-

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Three Requirements For Advisors To Make Money And Technology To Support It

Webinars

DianePearson October 25, 2012
(Updated: October 25, 2012)

5.0
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-

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Trust Topics And Trends For Financial Advisors

Webinars

DianePearson October 11, 2012
(Updated: October 11, 2012)

5.0
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Gideon did a nice job with the presentation.

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3Q Tax Developments & Securities Transactions

Webinars

DianePearson October 04, 2012
(Updated: October 04, 2012)

5.0
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-

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RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized

Webinars

DianePearson September 27, 2012
(Updated: September 27, 2012)

4.0
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-

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Year End Income Tax Planning

Webinars

DianePearson September 06, 2012
(Updated: September 06, 2012)

5.0
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-

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Understanding The 3.8% Excise Tax

Webinars

DianePearson August 02, 2012
(Updated: August 02, 2012)

5.0
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-

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Tax Strategies For Business Owners

Webinars

DianePearson June 21, 2012
(Updated: June 21, 2012)

5.0
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-

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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning

Webinars

DianePearson June 14, 2012
(Updated: June 14, 2012)

5.0
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-

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Practical Tips For RIAs To Move To The Cloud Compliantly

Webinars

DianePearson April 19, 2012
(Updated: April 19, 2012)

5.0
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-

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Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records

Webinars

DianePearson March 29, 2012
(Updated: March 29, 2012)

5.0
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-

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Gresham's Model For A Healthy Relationship With Money

Webinars

DianePearson March 22, 2012
(Updated: March 22, 2012)

5.0
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Assessing Major Risks To Retirement Plans

Webinars

DianePearson February 09, 2012
(Updated: February 09, 2012)

5.0
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-

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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now

Webinars

DianePearson January 12, 2012
(Updated: January 12, 2012)

4.0
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Apollo did a good job.

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Best Practices In Document Management

Webinars

DianePearson December 08, 2011
(Updated: December 08, 2011)

4.0
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-

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Increasing Credibility With Clients

Webinars

DianePearson December 01, 2011
(Updated: December 01, 2011)

5.0
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Great topic - we always have room for improving our client relationships.

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Golden Years

Financial Planning

DianePearson November 09, 2011

Overall rating

3.2

Company

4.0

Interface

1.0

Integration

1.0

Pricing

4.0

Monte Carlo Simulation

3.0

Taxes

3.0

Asset Allocation

3.0

LTC-College Planning

5.0

Estate Planning

5.0

Retirement Projections are detailed.

I would recommend the software to others. We have been using it for over 10 years. The company's support line is very helpful and willing to listen to...

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