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CFP Ethics Class
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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Reviews written by johnm502
2 results - showing 1 - 2
MoneyGuidePro
Financial Planning
johnm502
February 11, 2011
Overall rating
3.9
Company
4.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
4.0
Money Guide Pro - good value for most client purposes
Will continue to use and look forward to additional enhancements.
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Comments (0)
Embedding Processes In Your CRM
Webinars
johnm502
November 05, 2009
(Updated: November 05, 2009)
3.0
Average Attendee Rating
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-
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2 results - showing 1 - 2
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.