Reviews written by mariorhernandez

Interesting concept. Might be useful for a futue client case.

Excellent economic update.

I thought it was refreshing to hear a different perspective regarding the industry. It was also helpful to hear about things that advisors should do to be successful....

Excellent economic information. Very informative.

Excellent economic information. Very informative.

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Very interesting analysis. Offers a more realistic withdrawal rate for today's world.

Great presentation!

Excellent economic information!

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Excellent marketing techniques and survey results

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Excellent information. Very helpful in thinking through the differnt investments and the tax implications of each.

I've used this program for years and provides a very detailed retirement planning analysis.

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It gave some good advice on keeping computers safe.

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It was a great thought provoking presentation. Very interesting analysis.

It was a good overall analysis of the estate planning changes.