Reviews written by brendak847

Webinars

brendak847 April 11, 2018

5.0
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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)

Webinars

brendak847 April 09, 2018

4.0
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How Much Diversification Is Enough And What's It Cost?

Webinars

brendak847 March 21, 2018

5.0
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Inflation And Asset Performance: A 92-Year Review

Webinars

brendak847 February 21, 2018
(Updated: February 21, 2018)

5.0
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10 Action Areas For CCOs

Webinars

brendak847 October 29, 2015
(Updated: October 29, 2015)

4.0
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Fritz Meyer Economic And Investment Update, February 2015

Webinars

brendak847 February 09, 2015
(Updated: February 09, 2015)

4.0
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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014

Webinars

brendak847 November 20, 2014
(Updated: November 20, 2014)

4.0
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Last Chance: Alert Widowed Clients Of Portability

Webinars

brendak847 October 30, 2014
(Updated: October 30, 2014)

3.0
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MoneyGuidePro

Financial Planning

brendak847 November 26, 2013

Overall rating

3.9

Company

5.0

Interface

5.0

Integration

4.0

Pricing

4.0

Monte Carlo Simulation

5.0

Taxes

3.0

Asset Allocation

4.0

LTC-College Planning

3.0

Estate Planning

2.0

Money Guide Pro

Decent software, it can be complicated. Estate planning doesn't allow you to show living trust ownership; they are aware of this. LTC premiums don't have inflation adjustment unless...

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