Reviews written by mdscpa

3 results - showing 1 - 3  
 
 
Getting 2016 Off To A Compliant Start
Webinars
mdscpamdscpa   January 20, 2016
(Updated: January 20, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

It answered many of my questions.

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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
mdscpamdscpa   January 11, 2016
(Updated: January 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
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eMoney
Financial Planning
mdscpamdscpa   November 14, 2014
Overall rating 
 
 
2.8
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
1.0
Monte Carlo Simulation 
 
 
1.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Good but clients do not use it

Good product and I wish my clients would give it a try.

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3 results - showing 1 - 3