Reviews written by efulbright
efulbright
February 12, 2020
9.0 |
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it was good. It would be nice to combine this type of presentation with Children's tax brackets vs parents. Also giving us situations where clients should do nothing...
efulbright
February 10, 2020
10 |
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| Poor | Average | Excellent |
You should put 10 is the best instead of 5
efulbright
January 29, 2020
10 |
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need to change survey for 10 is best
efulbright
November 18, 2019
5.0 |
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Actually compare standard deviation to return is the best.
efulbright
October 30, 2019
5.0 |
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Information was good but it was not clear how it would work in distribution stage
efulbright
August 19, 2019
5.0 |
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Need reference for more detail
efulbright
June 26, 2019
4.0 |
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| Poor | Average | Excellent |
Would have liked more detailed examples
efulbright
June 12, 2019
5.0 |
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Good info but really would have liked more in on how it should effect our investing strategies
efulbright
May 20, 2019
5.0 |
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Interesting presentation of RMD
efulbright
May 13, 2019
5.0 |
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| Poor | Average | Excellent |
Good info ready to talk to clients
efulbright
April 10, 2019
5.0 |
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| Poor | Average | Excellent |
This could have been 2 hours long with info available
efulbright
April 08, 2019
5.0 |
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Fritz is great and understandable
efulbright
March 27, 2019
5.0 |
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Good but it was nice to see the drilling down on MSCI EFA
efulbright
January 21, 2019
5.0 |
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| Poor | Average | Excellent |
Good info but it would be nice if most of his recommendations were for clients $5 million or lest
efulbright
June 11, 2018
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
It was good but my question not answered.
