Reviews written by JTWPlanner

18 results - showing 1 - 18  
 
 
JTWPlannerJTWPlanner   March 27, 2019
4.0
Average Attendee Rating
Poor Average Excellent

Helped understand performance history with international and commodities

JTWPlannerJTWPlanner   March 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Excellent economic update

JTWPlannerJTWPlanner   August 28, 2018
4.0
Average Attendee Rating
Poor Average Excellent

Information helpful in understanding withdrawal variables.

JTWPlannerJTWPlanner   July 09, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Excellent explanation of current state of the economy and outlook.

JTWPlannerJTWPlanner   June 11, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

JTWPlannerJTWPlanner   March 21, 2018
4.0
Average Attendee Rating
Poor Average Excellent

A bit limited in new information about 7/Twelve

JTWPlannerJTWPlanner   March 12, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Excellent presentation of key economic data

JTWPlannerJTWPlanner   February 07, 2018
(Updated: February 07, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

Comprehensive overview of new tax law

JTWPlannerJTWPlanner   January 08, 2018
(Updated: January 08, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent presentation

JTWPlannerJTWPlanner   July 18, 2017
(Updated: July 18, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Helpful review of estate topics

JTWPlannerJTWPlanner   July 10, 2017
(Updated: July 10, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Extremely valuable analysis of the economy -- history and trends

JTWPlannerJTWPlanner   June 28, 2017
(Updated: June 28, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Good analysis of the effects of costs on performance

JTWPlannerJTWPlanner   April 10, 2017
(Updated: April 10, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Very useful economic information

JTWPlannerJTWPlanner   March 13, 2017
(Updated: March 13, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Very helpful update.

JTWPlannerJTWPlanner   February 23, 2017
(Updated: February 23, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Good reminder that tax law may change dramatically later this year and that clients will be affected.

JTWPlannerJTWPlanner   February 22, 2017
(Updated: February 22, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Provided helpful insight about RMDs

JTWPlannerJTWPlanner   January 25, 2017
(Updated: January 25, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent review of 7Twelve portfolio

JTWPlannerJTWPlanner   January 09, 2017
(Updated: January 09, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Timely and helpful. Comprehensive selection of economic data.

18 results - showing 1 - 18