Reviews written by planner
4.0 |
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Very good webinar. Thank you Fritz, and Andy.
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excellent
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Excellent
4.0 |
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Very good, as Fritz pretty much always is.
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Quite good!
4.0 |
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Good strategic planning overview and refresher. Would like to see some work on developing/increasing clients' planning propensity. Our initial data gathering form ask clients to (obviously subjectively) quantify...
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Terrific
planner
December 31, 2013
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Very informative overview...thanks A4A
Hate that I had to miss the live version. Just watched the replay. Thought it was a really good overview of O&G investing basics for planners. Fracking...
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Fritz was very good, as he reliably is!
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Excellent...Craig's matter-of-fact and super-articulate articulation (was that redundant?) skills, coupled with his academic grounding and prowess combine to create a really killer presentation.
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Excellent. Thank you Andy and thank you Bob! Guy Cumbie
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it was good. Jim was really pretty fair in his juxtaposition of CFP v CPWA
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It was great
4.0 |
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Very informative.
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It was good.
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Ron's an edge cutter and always has been. His perspective/frame re: Loeper approach v. Statman v. Sortino was excellent. He's got to get the providers (the...
planner
December 31, 2010
we use Retirement Solutions, Golden Years
good company
4.0 |
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Good. Useful. Thanks, Andy.
