Reviews written by Sherwoodra

12 results - showing 1 - 12  
 
 
Proposed Regulations Specified Service Trades Or Businesses: Section 199A
Webinars
SherwoodraSherwoodra   August 29, 2018
4.0
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Income Taxation Of Trusts And Estates Made Easy
Webinars
SherwoodraSherwoodra   June 20, 2018
4.0
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Maximizing The New 20% Deduction On Pass-Throughs
Webinars
SherwoodraSherwoodra   March 28, 2018
4.0
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Make Investment Review Meetings More Productive
Webinars
SherwoodraSherwoodra   December 13, 2017
(Updated: December 13, 2017)
4.0
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The DOL's New Fiduciary Rule
Webinars
SherwoodraSherwoodra   May 19, 2016
(Updated: May 19, 2016)
4.0
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ok, but a bit disorganized

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A Simple New Approach To Retirement Income Planning
Webinars
SherwoodraSherwoodra   May 12, 2016
(Updated: May 12, 2016)
4.0
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2016 Global Market Outlook With Russell Investments
Webinars
SherwoodraSherwoodra   January 21, 2016
(Updated: January 21, 2016)
4.0
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good presentation, clear and concise

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Optimizing Social Security Claims In Retirement Income Planning
Webinars
SherwoodraSherwoodra   October 16, 2014
(Updated: October 16, 2014)
3.0
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Year-End Tax Planning Strategies For 2014
Webinars
SherwoodraSherwoodra   September 11, 2014
(Updated: September 11, 2014)
4.0
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LinkedIn For RIAs, Ninja-Style
Webinars
SherwoodraSherwoodra   July 24, 2014
(Updated: July 24, 2014)
5.0
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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
Webinars
SherwoodraSherwoodra   July 10, 2014
(Updated: July 10, 2014)
4.0
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eMoney
Financial Planning
SherwoodraSherwoodra   May 30, 2014
Overall rating 
 
 
3.0
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Good program. Pricey

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12 results - showing 1 - 12