Reviews written by susanh608

2011 Compliance Planning

Webinars

susanh608 December 16, 2010
(Updated: December 16, 2010)

4.0
Average Attendee Rating
Poor	Average	Excellent

It was good. Thank you.

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Golden Years

Financial Planning

susanh608 November 01, 2009

Overall rating

3.9

Company

4.0

Interface

4.0

Integration

4.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

4.0

Asset Allocation

4.0

LTC-College Planning

4.0

Estate Planning

3.0

Detailed, cash-flow-based with a lot of options for input data and flexibility of available reports

Overall I've enjoyed working with this product. Flexibility of reports for asset growth, income, expenses, and taxes. Good for those getting close to or in retirement.

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2010 Compliance Planning For RIAs

Webinars

susanh608 October 29, 2009
(Updated: October 29, 2009)

4.0
Average Attendee Rating
Poor	Average	Excellent

Covered a lot of material I already knew but was good to be reminded anyway.

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