Reviews written by stephanier724

2 results - showing 1 - 2  
 
 
Introduction To Tax-Efficient Investing (Part 1)
Webinars
stephanier724stephanier724   September 08, 2011
(Updated: September 08, 2011)
4.0
Average Attendee Rating
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I thought it was well presented and at an approprite level.

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MoneyGuidePro
Financial Planning
stephanier724stephanier724   August 19, 2011
Overall rating 
 
 
3.8
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 
 
 
3.0
Estate Planning 
 
 
3.0

Great program.

We have received great feedback from clients on the reports.

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2 results - showing 1 - 2