Reviews written by ericm319

47 results - showing 26 - 47  
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ericm319ericm319   June 29, 2016
(Updated: June 29, 2016)
4.0
Average Attendee Rating
Poor Average Excellent
ericm319ericm319   June 28, 2016
(Updated: June 28, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Good presentation, valuable information for retirement planning

ericm319ericm319   May 25, 2016
(Updated: May 25, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Craig always does a good job

ericm319ericm319   May 12, 2016
(Updated: May 12, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Enjoyed the presentation and background information review was also beneficial, from Bengen forward

ericm319ericm319   May 05, 2016
(Updated: May 05, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Some valuable and timely information.

ericm319ericm319   April 27, 2016
(Updated: April 27, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Very interesting presentation, Craig does such a great job. Very good! Thanks.

ericm319ericm319   March 30, 2016
(Updated: March 30, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Very knowledgeable presenter, had to work to keep up

ericm319ericm319   March 23, 2016
(Updated: March 23, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Great presentation, Craig's follow up will only enhance today's information, Thank you!

ericm319ericm319   July 12, 2012
(Updated: July 12, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Informative

ericm319ericm319   July 12, 2012
(Updated: July 12, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Informative

ericm319ericm319   July 05, 2012
(Updated: July 05, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Timely subject and a high level of knowledge related about it. Great timing for this webinar Thank you Andy!

ericm319ericm319   May 17, 2012
(Updated: May 17, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

Lots of data to wade through and not sure sufficiently clear conclusions. Was difficult to stay engaged but the subject is so important that it was worth listening closely....

ericm319ericm319   March 08, 2012
(Updated: March 08, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Timely, many areas of concern with the potential tax law changes

ericm319ericm319   February 09, 2012
(Updated: February 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Interesting subject, very present moment for most planners.

ericm319ericm319   December 01, 2011
(Updated: December 01, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Thought provoking. Doug did a good job and you, Andy held him accountable with your questions.

ericm319ericm319   October 10, 2011
(Updated: October 10, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Good command of the economy, was able to explain today's update in basic terms that were easily understood

ericm319ericm319   February 17, 2011
(Updated: February 17, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Good economics information. Tied nicely to MPT. Thank you Andy for the presentation and discussion.

ericm319ericm319   February 10, 2011
(Updated: February 10, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

May have been a bit over my head, leading to my lower than usual rating. It hard to be objective when our investment style is indexing. ...

ericm319ericm319   January 27, 2011
(Updated: January 27, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Timely, Randy new the subject material and presented information in a logical progression. Thanks for hosting the webinar.

Portfolio Management
ericm319ericm319   January 25, 2011
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Used SPT since 2001, great support, performs well

Training is very good, product works well, online support documents continue to improve, technical support seems well trained and helpful.

Financial Planning
ericm319ericm319   January 22, 2011
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Resonable cost, responsive company, flexible program

Used the program for several years. Money Tree continues to enhance and improve.

47 results - showing 26 - 47  
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