Reviews written by Celia

30 results - showing 1 - 25  
 
 
CeliaCelia   November 09, 2020
10
Average Attendee Rating
Poor Average Excellent

Fritz's approach of reviewing the same parameters every month has helped me learn so much. It makes me more confident in explaining the market's moves to clients and gives...

CeliaCelia   July 08, 2020
10
Average Attendee Rating
Poor Average Excellent

It will be very useful for tax planning with clients, I especially appreciate the charts

CeliaCelia   May 11, 2020
10
Average Attendee Rating
Poor Average Excellent

provided a lot of good information for discussion with clients

CeliaCelia   March 11, 2020
10
Average Attendee Rating
Poor Average Excellent

The strategies that are most applicable to middle-class clients are of most interest to me, including tax-loss harvesting and Roth conversions.

CeliaCelia   February 19, 2020
10
Average Attendee Rating
Poor Average Excellent

it will be very helpful to me in advising my near-retirement and early retirement clients

CeliaCelia   February 12, 2020
10
Average Attendee Rating
Poor Average Excellent

it will be very helpful to me in advising my near-retirement and early retirement clients

CeliaCelia   December 18, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Very interesting. I will have to give additional thought to how I might use it in conjunction with MoneyGuidePro for client conversations.

CeliaCelia   November 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent

good info for client discussions

CeliaCelia   October 08, 2018
5.0
Average Attendee Rating
Poor Average Excellent

This is really helpful and gives me plenty of food for discussion with clients.

CeliaCelia   June 20, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Since I don't work with trusts regularly, I would need to replay it to fully understand it, but I would occasionally have a use for some of the material....

CeliaCelia   August 30, 2017
(Updated: August 30, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Good heads up for what may be coming down the road. Most of my clients are not HNW but there was helpful info here too for people of more...

CeliaCelia   January 07, 2016
(Updated: January 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I appreciate economics webinars like this which help me in discussing expectations with clients, even though I mostly use index funds and a passive approach in my portfolios.

CeliaCelia   December 03, 2015
(Updated: December 03, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

I can see using these charts mainly to help younger clients. Also, I'd love to hear more about how best to dial back risk exposure just before and just...

CeliaCelia   October 22, 2015
(Updated: October 22, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

I really appreciate Craig's clear & simple explanations of this complex topic.

CeliaCelia   October 01, 2015
(Updated: October 01, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
CeliaCelia   July 13, 2015
(Updated: July 13, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

It was very useful for helping me pull together a lot of disparate economic data into a coherent whole I can use to talk to my clients about long-term planning....

CeliaCelia   August 21, 2014
(Updated: August 21, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Definitely provided some food for thought and further investigation.

CeliaCelia   March 21, 2013
(Updated: March 21, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

I was happy to know that this resource is available.

CeliaCelia   February 14, 2013
(Updated: February 14, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

I'll be looking for updates on this topic. I've been looking for ways to gauge optimal uses of SPIAs in combination w/ stocks and bonds, really happy to see...

CeliaCelia   February 07, 2013
(Updated: February 07, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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CeliaCelia   January 05, 2012
(Updated: January 05, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

I was glad to attend a webinar on compliance; I'd like to see this happen at least a couple times a year.

CeliaCelia   October 27, 2011
(Updated: October 27, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

It was a huge amt of material in a short time. For me its main benefit is to point out topics to research further.

CeliaCelia   August 04, 2011
(Updated: August 04, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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CeliaCelia   May 09, 2011
(Updated: May 09, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning
CeliaCelia   July 06, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Quirky but works

ok

30 results - showing 1 - 25