Reviews written by anjal212

14 results - showing 1 - 14  
 
 
anjal212anjal212   May 12, 2016
(Updated: May 12, 2016)
Rating 
 
 
5.0

Excellent! Would like the handout if available.

anjal212anjal212   June 25, 2015
(Updated: June 25, 2015)
Rating 
 
 
5.0

He always talks to fast, but this time I could pretty well follow him. And I can listen again to the webinar. Great webinar!

Financial Planning
anjal212anjal212   March 31, 2014
Overall rating 
 
 
2.3
Company 
 
 
3.0
Interface 
 
 
2.0
Integration 
 
 
4.0
Pricing 
 
 
1.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

Only use it because of it's integration

Good: integration and retirement planning Cash flow not integrated - need to use own spread sheets Asset allocation - hoped that would be better than others, because...

anjal212anjal212   February 06, 2014
(Updated: February 06, 2014)
Rating 
 
 
4.0

-

anjal212anjal212   November 21, 2013
(Updated: November 21, 2013)
Rating 
 
 
5.0

-

anjal212anjal212   October 31, 2013
(Updated: October 31, 2013)
Rating 
 
 
4.0

-

anjal212anjal212   October 24, 2013
(Updated: October 24, 2013)
Rating 
 
 
4.0

-

anjal212anjal212   September 26, 2013
(Updated: September 26, 2013)
Rating 
 
 
3.0

Very good topics, but too little time to explain them well. Better to take one topic and go deeper in it.

anjal212anjal212   August 08, 2013
(Updated: August 08, 2013)
Rating 
 
 
3.0

Too much information - useful, but not able to grasp everything

anjal212anjal212   June 13, 2013
(Updated: June 13, 2013)
Rating 
 
 
5.0

Very good; I learned a lot. Would like several of the scenarios be discussed more in depth, like what was discussed about transferring Outlook to the cloud. How to do...

anjal212anjal212   March 21, 2013
(Updated: March 21, 2013)
Rating 
 
 
4.0

Good to know that there are more options with annuity contracts. Learned something!

Financial Planning
anjal212anjal212   March 16, 2012
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Silver - Excellent quick retirement assessment tool

Worth having even next to a complicated financial planning package.

anjal212anjal212   February 10, 2011
(Updated: February 10, 2011)
Rating 
 
 
2.0

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14 results - showing 1 - 14