Reviews written by DaveMcCary

7 results - showing 1 - 7  
 
 
Roth Conversion Considerations; Robert Keebler
Webinars
DaveMcCaryDaveMcCary   April 13, 2022
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
LTC Funding: How To Compare Standalone LTCI, Hybrid Policies, LTC Riders, and LTC-Enhanced Life Income, Class 2
Webinars
DaveMcCaryDaveMcCary   March 28, 2022
8.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Financial Counseling Course Review & Implementation (1 Credit)
Webinars
DaveMcCaryDaveMcCary   September 28, 2021
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Personalizing Crucial Conversations About Investing With Clients And Prospects
Webinars
DaveMcCaryDaveMcCary   September 20, 2021
9.0
Average Attendee Rating
Poor Average Excellent

Enjoyed. Craig's model is a different lens on retirement analytics when compared to eMoney etc.

Read Review Comments (0)
Counseling Strategies And Techniques (1 Credit)
Webinars
DaveMcCaryDaveMcCary   August 10, 2021
9.0
Average Attendee Rating
Poor Average Excellent

Very helpful.

Read Review Comments (0)
Benchmarking Performance Of A Diversified Portfolio
Webinars
DaveMcCaryDaveMcCary   June 22, 2021
9.0
Average Attendee Rating
Poor Average Excellent

Very informative.

Read Review Comments (0)
Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
DaveMcCaryDaveMcCary   December 15, 2020
8.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
7 results - showing 1 - 7