Reviews written by joelt703

65 results - showing 51 - 65  
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joelt703joelt703   June 07, 2012
(Updated: June 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Super!

joelt703joelt703   June 07, 2012
(Updated: June 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Super!

joelt703joelt703   May 17, 2012
(Updated: May 17, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent!

joelt703joelt703   March 01, 2012
(Updated: March 01, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Thank you for hosting this, Andy.; A very informative insight to an innovative program.

Financial Planning
joelt703joelt703   February 10, 2012
Overall rating 
 
 
3.9
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

good product with good client explanatory features

a good product

joelt703joelt703   February 09, 2012
(Updated: February 09, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

not as good as others on this site.

joelt703joelt703   December 12, 2011
(Updated: December 12, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Outstanding!

joelt703joelt703   October 27, 2011
(Updated: October 27, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

excellent planning points

joelt703joelt703   September 12, 2011
(Updated: September 12, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent!

joelt703joelt703   May 12, 2011
(Updated: May 12, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

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joelt703joelt703   April 07, 2011
(Updated: April 07, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

very interesting

joelt703joelt703   March 03, 2011
(Updated: March 03, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Well done!

joelt703joelt703   September 30, 2010
(Updated: September 30, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent! Very useful and timely.

joelt703joelt703   June 03, 2010
(Updated: June 03, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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65 results - showing 51 - 65  
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