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CE Webinars
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CFP Ethics Class
Purchased Electives
Reviews written by SDKen
2 results - showing 1 - 2
IRAs And Roth IRAs After A Client Dies
Webinars
SDKen
March 23, 2017
(Updated: March 23, 2017)
5.0
Average Attendee Rating
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eMoney
Financial Planning
SDKen
December 31, 2015
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
3.0
Pricing
2.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Worth it if it's how you work with your clients.
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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.