Reviews written by CUBICFL

48 results - showing 1 - 25  
 
 
CUBICFLCUBICFL   January 20, 2021
10
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CUBICFLCUBICFL   January 11, 2021
10
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Nice update, thanks for the clarifications on questions!

CUBICFLCUBICFL   December 15, 2020
10
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Good stuff from Craig, sequence risk is very misunderstood by investors

CUBICFLCUBICFL   December 07, 2020
10
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CUBICFLCUBICFL   November 18, 2020
10
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Craig always provides great info! Thanks

CUBICFLCUBICFL   November 16, 2020
8.0
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Very Informative, actual planning examples preferred versus discussion.

CUBICFLCUBICFL   November 09, 2020
10
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Need more time for Fritz's material

CUBICFLCUBICFL   October 21, 2020
10
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Craig provides great info that can be easily shared with clients in an easy understandable format.

CUBICFLCUBICFL   October 12, 2020
10
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Always great info!

CUBICFLCUBICFL   October 07, 2020
8.0
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CUBICFLCUBICFL   September 09, 2020
10
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Excellent Tax Info, enjoyed the current view

CUBICFLCUBICFL   September 07, 2020
10
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As always Fritz provides clear, current facts that is beneficial to both advisors and clients.

CUBICFLCUBICFL   August 23, 2020
10
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Great info but maybe a bit more time needed to discuss

CUBICFLCUBICFL   August 10, 2020
10
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Good info as Always Thanks!

CUBICFLCUBICFL   August 05, 2020
10
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Cold not hear the last 15 minutes, the slides froze

CUBICFLCUBICFL   July 13, 2020
10
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Always great info from Fritz!

CUBICFLCUBICFL   July 08, 2020
10
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CUBICFLCUBICFL   June 08, 2020
10
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As always good info, maybe if we start a bit earlier it would allow for questions.

CUBICFLCUBICFL   June 03, 2020
10
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Good but needed more time for facts and questions

CUBICFLCUBICFL   May 11, 2020
10
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CUBICFLCUBICFL   April 29, 2020
10
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Great material, enjoying using the Updated 35 Lifestyles software. Thanks!

CUBICFLCUBICFL   April 13, 2020
10
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CUBICFLCUBICFL   April 01, 2020
10
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Great Insight and Clarity

CUBICFLCUBICFL   March 25, 2020
10
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Great presentation! The Updated software is easy to use with clients. Thanks!

CUBICFLCUBICFL   February 19, 2020
10
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Great review of Updated Software, Thanks!

48 results - showing 1 - 25