Reviews written by rexm972
8 results - showing 1 - 8
Webinars
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Great topic
3.0 |
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4.0 |
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4.0 |
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5.0 |
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Financial Planning
rexm972
August 10, 2011
Overall rating
3.1
Company
4.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
We think it's adequate.
The program is adequate overall, but not very flexible.
4.0 |
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4.0 |
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Due to another meeting, I did not get to the meeting until about 3:25 p.m. central time today. Will not go for CFP credit.
8 results - showing 1 - 8
