Reviews written by jamesc425

77 results - showing 51 - 75  
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Virtual Desktops For Financial Advisors
Webinars
jamesc425jamesc425   April 09, 2015
(Updated: April 09, 2015)
3.0
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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014
Webinars
jamesc425jamesc425   November 20, 2014
(Updated: November 20, 2014)
5.0
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Optimizing Social Security Claims In Retirement Income Planning
Webinars
jamesc425jamesc425   October 16, 2014
(Updated: October 16, 2014)
3.0
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3.8% Surtax On Net Investment Income: The Final Regs
Webinars
jamesc425jamesc425   December 19, 2013
(Updated: December 19, 2013)
4.0
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2014 Estate Planning Update For Financial Planners
Webinars
jamesc425jamesc425   December 12, 2013
(Updated: December 12, 2013)
3.0
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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning
Webinars
jamesc425jamesc425   November 07, 2013
(Updated: November 07, 2013)
3.0
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Getting Clear About The Cloud For Advisors
Webinars
jamesc425jamesc425   June 13, 2013
(Updated: June 13, 2013)
4.0
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Taxation Of Wealth Transfer Techniques In 2013
Webinars
jamesc425jamesc425   June 03, 2013
(Updated: June 03, 2013)
3.0
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Deploying Your Own Private Cloud
Webinars
jamesc425jamesc425   May 16, 2013
(Updated: May 16, 2013)
4.0
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good session -- especially the q&a at the end where we heard a bit about how some apps don't work really well together in a cloud envrionment (i.e, Junxure and...

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The 3.8% Surtax On Net Investment Income
Webinars
jamesc425jamesc425   April 04, 2013
(Updated: April 04, 2013)
4.0
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Keebler’s Analysis Of 2013 Tax Planning Opportunities
Webinars
jamesc425jamesc425   February 28, 2013
(Updated: February 28, 2013)
4.0
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With Interest Rates Expected To Rise, Should You Avoid Bonds?
Webinars
jamesc425jamesc425   January 24, 2013
(Updated: January 24, 2013)
4.0
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How Can An RIA Profitably Offer SRI Portfolios
Webinars
jamesc425jamesc425   January 10, 2013
(Updated: January 10, 2013)
4.0
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Steve Schueth - 4 this was a very good presentation

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Assessing Your Clients' Tolerance For Investment Risk
Webinars
jamesc425jamesc425   November 29, 2012
(Updated: November 29, 2012)
3.0
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Tax Strategies For Business Owners
Webinars
jamesc425jamesc425   June 21, 2012
(Updated: June 21, 2012)
3.0
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July 2011 Economy Update With Fritz Meyer
Webinars
jamesc425jamesc425   July 11, 2011
(Updated: July 11, 2011)
3.0
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MoneyGuidePro
Financial Planning
jamesc425jamesc425   June 18, 2011
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Client-intuitive and easy to use for the advisor

**

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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach
Webinars
jamesc425jamesc425   June 16, 2011
(Updated: June 16, 2011)
3.0
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An Updated Approach To Goal-Driven Investing
Webinars
jamesc425jamesc425   June 09, 2011
(Updated: June 09, 2011)
4.0
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June 2011 Economy Update From Fritz Meyer
Webinars
jamesc425jamesc425   June 06, 2011
(Updated: June 06, 2011)
4.0
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Helping Business Owners Plan Their Exit Strategy
Webinars
jamesc425jamesc425   February 03, 2011
(Updated: February 03, 2011)
3.0
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Document Management For New RIAs
Webinars
jamesc425jamesc425   April 14, 2010
(Updated: April 14, 2010)
3.0
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How To Talk To Clients In A Post-Crisis World
Webinars
jamesc425jamesc425   March 18, 2010
(Updated: March 18, 2010)
3.0
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Tactical Asset Allocation In Today's Market
Webinars
jamesc425jamesc425   March 04, 2010
(Updated: March 04, 2010)
3.0
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The 401k Upheaval And How It Affects Advisors
Webinars
jamesc425jamesc425   January 07, 2010
(Updated: January 07, 2010)
2.0
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77 results - showing 51 - 75  
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