Reviews written by shawnd206

Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now

Webinars

shawnd206 February 17, 2011
(Updated: February 17, 2011)

4.0
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The History Of Manager Due Diligence And Where We Went Wrong

Webinars

shawnd206 February 10, 2011
(Updated: February 10, 2011)

3.0
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New Law Means Advisors Must Battle Client Indifference To Estate Planning

Webinars

shawnd206 January 27, 2011
(Updated: January 27, 2011)

4.0
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The Death Of Buy & Hold Has Been Greatly Exaggerated

Webinars

shawnd206 January 06, 2011
(Updated: January 06, 2011)

4.0
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A New Approach To Estate Planning

Webinars

shawnd206 October 28, 2010
(Updated: October 28, 2010)

5.0
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Creating Financial Plans Based On Economic Scenarios

Webinars

shawnd206 October 07, 2010
(Updated: October 07, 2010)

3.0
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Collaborating With Estate Planning Attorneys

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shawnd206 August 05, 2010
(Updated: August 05, 2010)

4.0
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Appointing A Trust Protector To Improve Estate Plans

Webinars

shawnd206 June 03, 2010
(Updated: June 03, 2010)

4.0
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Deeper Client Connections Through The Power Of Story

Webinars

shawnd206 May 13, 2010
(Updated: May 13, 2010)

4.0
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MoneyGuidePro

Financial Planning

shawnd206 February 05, 2010

Overall rating

3.7

Company

4.0

Interface

5.0

Integration

3.0

Pricing

5.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

3.0

LTC-College Planning

3.0

Estate Planning

3.0

Easy to use and fits our needs

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Roth IRA Conversion Techniques

Webinars

shawnd206 February 04, 2010
(Updated: February 04, 2010)

5.0
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The New Estate Planning Landscape

Webinars

shawnd206 January 28, 2010
(Updated: January 28, 2010)

4.0
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Seizing The Roth IRA Opportunity With Clients And Prospects

Webinars

shawnd206 December 10, 2009
(Updated: December 10, 2009)

4.0
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Embedding Processes In Your CRM

Webinars

shawnd206 November 05, 2009
(Updated: November 05, 2009)

3.0
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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

shawnd206 July 16, 2009
(Updated: July 16, 2009)

4.0
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Life Planning And The Financial Crisis

Webinars

shawnd206 May 21, 2009
(Updated: May 21, 2009)

4.0
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