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CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by johnm502
2 results - showing 1 - 2
MoneyGuidePro
Financial Planning
johnm502
February 11, 2011
Overall rating
3.9
Company
4.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
4.0
Money Guide Pro - good value for most client purposes
Will continue to use and look forward to additional enhancements.
Read Review
Comments (0)
Embedding Processes In Your CRM
Webinars
johnm502
November 05, 2009
(Updated: November 05, 2009)
3.0
Average Attendee Rating
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Comments (0)
2 results - showing 1 - 2
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.