Reviews written by patr443

6 results - showing 1 - 6  
 
 
Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
patr443patr443   June 04, 2017
(Updated: June 04, 2017)
5.0
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2016 Estate And Gift Tax Class For Financial Advisors
Webinars
patr443patr443   July 21, 2016
(Updated: July 21, 2016)
3.0
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The Fed, Greece and Interest Rates: What's Next?
Webinars
patr443patr443   July 09, 2015
(Updated: July 09, 2015)
5.0
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What Financial Advisors Must Know About Retirement Income Tax Planning
Webinars
patr443patr443   June 25, 2015
(Updated: June 25, 2015)
5.0
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MoneyGuidePro
Financial Planning
patr443patr443   November 07, 2014
Overall rating 
 
 
4.5
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Good program!

All around good planning program.

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State Securities Chiefs Speak About RIA Regulatory Overhaul
Webinars
patr443patr443   December 02, 2010
(Updated: December 02, 2010)
5.0
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6 results - showing 1 - 6