Reviews written by jawatts1

15 results - showing 1 - 15  
 
 
Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad
Webinars
jawatts1jawatts1   December 13, 2012
(Updated: December 13, 2012)
3.0
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Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques
Webinars
jawatts1jawatts1   November 18, 2012
(Updated: November 18, 2012)
5.0
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Crucial Concepts In Prudent Asset Allocation
Webinars
jawatts1jawatts1   May 12, 2011
(Updated: May 12, 2011)
5.0
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Not bad, good to see some other objective views besides the plain old MVO.

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Don't Get Sued When Going Independent
Webinars
jawatts1jawatts1   May 05, 2011
(Updated: May 05, 2011)
5.0
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10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors
Webinars
jawatts1jawatts1   March 03, 2011
(Updated: March 03, 2011)
4.0
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excellent

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New Law Means Advisors Must Battle Client Indifference To Estate Planning
Webinars
jawatts1jawatts1   January 27, 2011
(Updated: January 27, 2011)
5.0
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Transform Your 401(k) Advice Business
Webinars
jawatts1jawatts1   December 09, 2010
(Updated: December 09, 2010)
4.0
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The Sky Isn't The Limit, You Are! Creating New Habits For 2011
Webinars
jawatts1jawatts1   November 18, 2010
(Updated: November 18, 2010)
5.0
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great! also appreciated bd humor

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The New Form ADV Part 2
Webinars
jawatts1jawatts1   November 11, 2010
(Updated: November 11, 2010)
5.0
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great and timely

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Year-End Tax Moves For 2010
Webinars
jawatts1jawatts1   September 30, 2010
(Updated: September 30, 2010)
4.0
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ok

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Investigo
Portfolio Management
jawatts1jawatts1   April 03, 2010
Overall rating 
 
 
2.5
Company 
 
 
2.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
3.0
Integrations 
 
 
2.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Cumbersome to use

thanks

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How To Talk To Clients In A Post-Crisis World
Webinars
jawatts1jawatts1   March 18, 2010
(Updated: March 18, 2010)
5.0
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New Opportunities For Advisors In 401ks
Webinars
jawatts1jawatts1   February 25, 2010
(Updated: February 25, 2010)
5.0
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bring back for steps 4,5,6

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The 401k Upheaval And How It Affects Advisors
Webinars
jawatts1jawatts1   January 07, 2010
(Updated: January 07, 2010)
4.0
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Life Planning And The Financial Crisis
Webinars
jawatts1jawatts1   May 21, 2009
(Updated: May 21, 2009)
5.0
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15 results - showing 1 - 15