Reviews written by cathyp305

With Interest Rates Expected To Rise, Should You Avoid Bonds?

Webinars

cathyp305 January 24, 2013
(Updated: January 24, 2013)

4.0
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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

Webinars

cathyp305 July 05, 2012
(Updated: July 05, 2012)

5.0
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Excellent and timely

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Tax Strategies For Business Owners

Webinars

cathyp305 June 21, 2012
(Updated: June 21, 2012)

5.0
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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios

Webinars

cathyp305 May 17, 2012
(Updated: May 17, 2012)

5.0
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sobering reality check on withdrawal rates...I'm depressed now

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How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?

Webinars

cathyp305 May 03, 2012
(Updated: May 03, 2012)

5.0
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great as always

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Gresham's Model For A Healthy Relationship With Money

Webinars

cathyp305 March 22, 2012
(Updated: March 22, 2012)

5.0
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Income & Estate Tax Strategies For The Year

Webinars

cathyp305 February 02, 2012
(Updated: February 02, 2012)

5.0
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Adding Clients And Streamlining Processes In 2012

Webinars

cathyp305 November 10, 2011
(Updated: November 10, 2011)

4.0
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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach

Webinars

cathyp305 June 16, 2011
(Updated: June 16, 2011)

3.0
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PortfolioCenter

Portfolio Management

cathyp305 April 20, 2011

Overall rating

3.8

Company

4.0

Technology Support

5.0

Reconcilliation

4.0

Financial Institution Interfaces

5.0

Reports

3.0

Fixed Income

3.0

Tax Lot Accounting

4.0

Trading

3.0

Integrations

4.0

Security

4.0

Hosting

3.0

Pricing

3.0

Solid Solution, but Reports Can Be Better

would recommend to new or experienced advisors alike

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Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios

Webinars

cathyp305 March 17, 2011
(Updated: March 17, 2011)

5.0
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Excellent presentation and really amazing product! I signed up while on the webinar. Great stuff!

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Creating Financial Plans Based On Economic Scenarios

Webinars

cathyp305 October 07, 2010
(Updated: October 07, 2010)

4.0
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Year-End Tax Moves For 2010

Webinars

cathyp305 September 30, 2010
(Updated: September 30, 2010)

5.0
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Excellent and timely info, great job as always! I really enjoy these and find great value in my membership.

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MoneyGuidePro

Financial Planning

cathyp305 September 14, 2010

Overall rating

4.0

Company

4.0

Interface

4.0

Integration

4.0

Pricing

5.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

4.0

LTC-College Planning

4.0

Estate Planning

4.0

Easy, Effective and Economical

It's worth considering this as your financial planning software solution. Easy to learn, great web based tutorials and guides, good presentation materials for clients and cost effective.

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The 10-Year Exit Plan: Controlling Your Future

Webinars

cathyp305 August 19, 2010
(Updated: August 19, 2010)

5.0
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keep up the great work Andy!

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Continuity Planning For Advisors

Webinars

cathyp305 August 12, 2010
(Updated: August 12, 2010)

5.0
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Compliant Social Media Marketing For Advisors

Webinars

cathyp305 July 08, 2010
(Updated: July 08, 2010)

4.0
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Precious Metals: Can The Rally Continue?

Webinars

cathyp305 January 14, 2010
(Updated: January 14, 2010)

5.0
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Sizing Up Performance Reporting Outsourcing Solutions

Webinars

cathyp305 December 17, 2009
(Updated: December 17, 2009)

2.0
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It's not very interesting when the presenter reads their material.

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2010 Compliance Planning For RIAs

Webinars

cathyp305 October 29, 2009
(Updated: October 29, 2009)

5.0
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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

cathyp305 July 16, 2009
(Updated: July 16, 2009)

5.0
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great as always

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