Reviews written by CUBICFL
CUBICFL
January 11, 2021
10 |
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Nice update, thanks for the clarifications on questions!
CUBICFL
December 15, 2020
10 |
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Good stuff from Craig, sequence risk is very misunderstood by investors
CUBICFL
November 18, 2020
10 |
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Craig always provides great info! Thanks
CUBICFL
November 16, 2020
8.0 |
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Very Informative, actual planning examples preferred versus discussion.
CUBICFL
November 09, 2020
10 |
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Need more time for Fritz's material
CUBICFL
October 21, 2020
10 |
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Craig provides great info that can be easily shared with clients in an easy understandable format.
CUBICFL
September 09, 2020
10 |
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Excellent Tax Info, enjoyed the current view
CUBICFL
September 07, 2020
10 |
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As always Fritz provides clear, current facts that is beneficial to both advisors and clients.
CUBICFL
August 23, 2020
10 |
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Great info but maybe a bit more time needed to discuss
CUBICFL
August 10, 2020
10 |
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Good info as Always Thanks!
CUBICFL
August 05, 2020
10 |
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Cold not hear the last 15 minutes, the slides froze
CUBICFL
July 13, 2020
10 |
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Always great info from Fritz!
CUBICFL
June 08, 2020
10 |
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As always good info, maybe if we start a bit earlier it would allow for questions.
CUBICFL
June 03, 2020
10 |
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Good but needed more time for facts and questions
CUBICFL
April 29, 2020
10 |
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Great material, enjoying using the Updated 35 Lifestyles software. Thanks!
CUBICFL
March 25, 2020
10 |
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Great presentation! The Updated software is easy to use with clients. Thanks!
CUBICFL
February 19, 2020
10 |
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Great review of Updated Software, Thanks!