Reviews written by daniela509

2 results - showing 1 - 2  
 
 
MoneyGuidePro
Financial Planning
daniela509daniela509   February 05, 2010
Overall rating 
 
 
4.0
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 
 
 
4.0

Moneyguide Pro

Overall very happy with MGP. One new feature that Is very useful is a client-facing report for Roth Conversion scenarios.

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Roth IRA Conversion Techniques
Webinars
daniela509daniela509   February 04, 2010
(Updated: February 04, 2010)
4.0
Average Attendee Rating
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You might consider posting the handout, in addition to the slides, prior to the start of the webinar. Overall, time well-spent! Thank you.

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2 results - showing 1 - 2