Reviews written by chance

41 results - showing 1 - 25  
 
 
chancechance   August 12, 2019
5.0
Average Attendee Rating
Poor Average Excellent
chancechance   May 22, 2019
5.0
Average Attendee Rating
Poor Average Excellent
chancechance   December 25, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Great info - timely!

chancechance   April 11, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Great!

chancechance   March 13, 2018
4.0
Average Attendee Rating
Poor Average Excellent

Insightful presentation - thanks

chancechance   February 07, 2018
(Updated: February 07, 2018)
5.0
Average Attendee Rating
Poor Average Excellent
chancechance   November 13, 2017
(Updated: November 13, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
chancechance   June 04, 2017
(Updated: June 04, 2017)
3.0
Average Attendee Rating
Poor Average Excellent

Is was very, very basic...

chancechance   May 08, 2017
(Updated: May 08, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
chancechance   February 07, 2017
(Updated: February 07, 2017)
4.0
Average Attendee Rating
Poor Average Excellent
chancechance   May 05, 2016
(Updated: May 05, 2016)
4.0
Average Attendee Rating
Poor Average Excellent
chancechance   August 20, 2015
(Updated: August 20, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

very good

chancechance   January 12, 2015
(Updated: January 12, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Great!

chancechance   October 16, 2014
(Updated: October 16, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

It contained useful and relevant info

chancechance   July 07, 2014
(Updated: July 07, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Review

5

chancechance   October 31, 2013
(Updated: October 31, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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chancechance   September 26, 2013
(Updated: September 26, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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chancechance   August 15, 2013
(Updated: August 15, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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chancechance   July 18, 2013
(Updated: July 18, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Great stuff!

chancechance   November 12, 2012
(Updated: November 12, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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chancechance   November 08, 2012
(Updated: November 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning
chancechance   October 07, 2012
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Great all-around planning tool

This is a hit with clients

chancechance   September 10, 2012
(Updated: September 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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chancechance   August 13, 2012
(Updated: August 13, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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chancechance   July 09, 2012
(Updated: July 09, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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41 results - showing 1 - 25