Reviews written by patr443

6 results - showing 1 - 6  
 
 
patr443patr443   June 04, 2017
(Updated: June 04, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
patr443patr443   July 21, 2016
(Updated: July 21, 2016)
3.0
Average Attendee Rating
Poor Average Excellent
patr443patr443   July 09, 2015
(Updated: July 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
patr443patr443   June 25, 2015
(Updated: June 25, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Financial Planning
patr443patr443   November 07, 2014
Overall rating 
 
 
4.5
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Good program!

All around good planning program.

patr443patr443   December 02, 2010
(Updated: December 02, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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6 results - showing 1 - 6