Reviews written by nicnic

Designing Portfolios To Beat A 4% "Safe" Withdrawal Rate

Webinars

nicnic October 30, 2018

3.0
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New Tax Law Requires New Year-End Tactics

Webinars

nicnic November 30, 2017
(Updated: November 30, 2017)

5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates

Webinars

nicnic June 04, 2017
(Updated: June 04, 2017)

5.0
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Taxation Of Wealth Transfer Techniques In 2013

Webinars

nicnic June 03, 2013
(Updated: June 03, 2013)

5.0
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Why Financial Advisory Practices Fail To Reach Their Full Potential: The E-Myth And Advisors

Webinars

nicnic January 31, 2013
(Updated: January 31, 2013)

4.0
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NaviPlan Extended

Financial Planning

nicnic October 26, 2012

Overall rating

3.3

Company

4.0

Interface

3.0

Integration

2.0

Pricing

4.0

Monte Carlo Simulation

3.0

Taxes

5.0

Asset Allocation

3.0

LTC-College Planning

3.0

Estate Planning

3.0

Long Term User

We have been long term users and look forward to enhancements

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Three Requirements For Advisors To Make Money And Technology To Support It

Webinars

nicnic October 25, 2012
(Updated: October 25, 2012)

4.0
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Crucial Concepts In Prudent Asset Allocation

Webinars

nicnic May 12, 2011
(Updated: May 12, 2011)

5.0
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Interesting topic, but not very actionable.

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Asset Protection Using Domestic Trusts

Webinars

nicnic October 21, 2010
(Updated: October 21, 2010)

5.0
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Excellent

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