Reviews written by scotts801
Webinars
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3.0 |
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You have had better privacy speakers. I felt that this was a little superficial and not indepth enough.
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Webinars
scotts801
February 05, 2010
5.0 |
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Excellent presentation
I have followed Bob's work for many years. He clearly knows his business. Well worth the time to listen to this webinar.
Financial Planning
scotts801
February 05, 2010
Overall rating
2.9
Company
1.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
3.0
Excellent comprehensive program with some questionable assumptions on some calcs.
We have used e-money for several years. We felt like we were co-developers as we found many errors and could communicate those directly to the company. Since the...
Webinars
5.0 |
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Bob Keebler is astute. As is typical, one hour is only enough time to scratch teh surface. Perhaps have him do an additional seminar. The deliverables make...
5.0 |
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Webinars
5.0 |
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It is refreshing to have someone who can speak compliance language in easily understandable terms. Chris obviously know his stuff.
4.0 |
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