Reviews written by johnc732
5.0 |
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very good, and informative.
5.0 |
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n/a
5.0 |
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Excellent
Webinars
4.0 |
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did not move me, interesting, but...
Financial Planning
johnc732
November 28, 2011
Overall rating
4.6
Company
5.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
5.0
Flexibility to create a Comprehensive Plan to a Single purpose plan, cash flow driven analysis
I would high recommend the software and have used it in my practice for many years. You have the luxury of using single purpose modules or a high end...
Webinars
3.0 |
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very basic ideas - some good phases - but there didn't seem to be an "ah ha" moment. Unless I missed something.
5.0 |
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very good
5.0 |
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Good topic - need to go through the other parts to get a clear picture.
Webinars
4.0 |
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Good, but left out some slides that had important info on them
4.0 |
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4.0 |
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Good Materials - so much in such short amount of time
4.0 |
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4.0 |
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Gosh, he's an up-beat guy....
