Reviews written by robertc724

25 results - showing 1 - 25  
 
 
robertc724robertc724   June 03, 2020
Rating 
 
 
10.0
robertc724robertc724   April 01, 2020
Rating 
 
 
10.0

Excellent. Could easily be 2 (or more) hours!

robertc724robertc724   March 11, 2020
Rating 
 
 
10.0

Excellent and highly relevant for my clients.

robertc724robertc724   November 18, 2019
Rating 
 
 
5.0

Very interesting; something I'd never seen before!

robertc724robertc724   August 12, 2019
Rating 
 
 
5.0

Especially enjoyed the demographics piece.

robertc724robertc724   June 10, 2019
Rating 
 
 
5.0
robertc724robertc724   September 12, 2018
Rating 
 
 
4.0
robertc724robertc724   August 13, 2018
Rating 
 
 
5.0
robertc724robertc724   April 11, 2018
Rating 
 
 
5.0

Excellent as always; just a bit more material than I could absorb in the time allowed. But, great!

robertc724robertc724   April 09, 2018
Rating 
 
 
5.0

Excellent; very much appreciate Fritz' depth of analysis.

robertc724robertc724   January 08, 2018
(Updated: January 08, 2018)
Rating 
 
 
5.0

Excellent and thorough resource. I greatly appreciate Fritz' presentations.

robertc724robertc724   December 13, 2017
(Updated: December 13, 2017)
Rating 
 
 
4.0
robertc724robertc724   August 07, 2017
(Updated: August 07, 2017)
Rating 
 
 
5.0

Always great material. Thanks!

robertc724robertc724   January 09, 2017
(Updated: January 09, 2017)
Rating 
 
 
5.0
robertc724robertc724   February 08, 2016
(Updated: February 08, 2016)
Rating 
 
 
5.0
robertc724robertc724   January 20, 2016
(Updated: January 20, 2016)
Rating 
 
 
5.0
robertc724robertc724   October 22, 2015
(Updated: October 22, 2015)
Rating 
 
 
4.0

Affirming.

Financial Planning
robertc724robertc724   February 27, 2012
Overall rating 
 
 
3.7
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

MGP

Strong on projections and scenarios.

robertc724robertc724   June 10, 2010
(Updated: June 10, 2010)
Rating 
 
 
5.0

I will want to listen to it again. Very good.

25 results - showing 1 - 25