Reviews written by peterk805

45 results - showing 1 - 25  
 
 
peterk805peterk805   October 08, 2018
Rating 
 
 
5.0

Excellent deep dive into the economic data

peterk805peterk805   March 21, 2018
Rating 
 
 
5.0

Craig is a great presenter. I would have liked to see the standard deviation values for the initial portfolios starting with the single asset S&P 500.

peterk805peterk805   November 13, 2017
(Updated: November 13, 2017)
Rating 
 
 
5.0

Like drinking out of an economic report fire hose. Fritz is great at distilling the main point of these complex graphs and reports. The most important take away...

Financial Planning
peterk805peterk805   August 15, 2017
(Updated: November 13, 2018)
Overall rating 
 
 
4.3
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

MGP. Financial planning software that doesn't make you crazy.

number one

peterk805peterk805   May 11, 2015
(Updated: May 11, 2015)
Rating 
 
 
5.0

Fritz is always great

peterk805peterk805   April 23, 2015
(Updated: April 23, 2015)
Rating 
 
 
5.0

Bob Keebler is by far the most understandable tax expert around. Always a good seminar.

peterk805peterk805   February 26, 2015
(Updated: February 26, 2015)
Rating 
 
 
5.0

Bob Keebler is the best at explaining complex tax strategies.

peterk805peterk805   December 11, 2014
(Updated: December 11, 2014)
Rating 
 
 
5.0

Excellent and relevant topic. Keep up the good work.

peterk805peterk805   August 21, 2014
(Updated: August 21, 2014)
Rating 
 
 
5.0

Very clear explanation of his concepts. He takes his time to help you fully understand his slides and thoughts.

peterk805peterk805   June 12, 2014
(Updated: June 12, 2014)
Rating 
 
 
5.0

Lou is amazingly generous in sharing what he has learned about building an effective internship program. Great program Andy. Thanks.

peterk805peterk805   February 20, 2014
(Updated: February 20, 2014)
Rating 
 
 
5.0

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peterk805peterk805   April 11, 2013
(Updated: April 11, 2013)
Rating 
 
 
4.0

Much more relevant that I expected. I wasn't sure I was going to stay on the call for the whole time, but I did. I am a CFP...

peterk805peterk805   March 21, 2013
(Updated: March 21, 2013)
Rating 
 
 
4.0

Excellent. You continue to bring value by showing me services that I didn't know about. I have a client with $1,300,000 in four annuity contracts I'm going to...

peterk805peterk805   January 24, 2013
(Updated: January 24, 2013)
Rating 
 
 
5.0

Good, understandable webinar. There is power in simplicity.

peterk805peterk805   September 27, 2012
(Updated: September 27, 2012)
Rating 
 
 
5.0

Interesting mix of speakers gave a good overview of the topic.

peterk805peterk805   May 17, 2012
(Updated: May 17, 2012)
Rating 
 
 
5.0

great challenge to a long held belief that 4% was always a safe rate of withdrawal

peterk805peterk805   May 07, 2012
(Updated: May 07, 2012)
Rating 
 
 
5.0

great content. I'm a subscriber to Fritz's slides

peterk805peterk805   January 12, 2012
(Updated: January 12, 2012)
Rating 
 
 
5.0
peterk805peterk805   October 27, 2011
(Updated: October 27, 2011)
Rating 
 
 
5.0

Outstanding industry expert!

peterk805peterk805   September 12, 2011
(Updated: September 12, 2011)
Rating 
 
 
5.0

timely economic info I can use

peterk805peterk805   August 11, 2011
(Updated: August 11, 2011)
Rating 
 
 
5.0

Good presentation on a very dry topic that we need to keep up with. Tammy obviously knows her topic inside and out.

peterk805peterk805   August 08, 2011
(Updated: August 08, 2011)
Rating 
 
 
5.0

-

peterk805peterk805   July 28, 2011
(Updated: July 28, 2011)
Rating 
 
 
5.0

Great speaker. I'd like to hear from Harold again.

peterk805peterk805   July 11, 2011
(Updated: July 11, 2011)
Rating 
 
 
5.0

Fritz is my favorite speaker. I'm a surscriber to his service at A4A

45 results - showing 1 - 25