Reviews written by carolinee952
7 results - showing 1 - 7
carolinee952
November 29, 2023
6.0 |
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There were a lot of stats. I thought he was going to focus on more cases of optimizing benefits. Also, he was incorrect when he said that you permanently lose...
carolinee952
November 14, 2023
8.0 |
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I understand the 4% rule, but it doesn't address prob of success when clients need set amount of money.
carolinee952
January 12, 2022
7.0 |
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Not enough time to cover this complex topic. Also, it would have been more helpful if subject matter related to less affluent clients.
carolinee952
August 28, 2019
5.0 |
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Good, but needed more time. Also, when he showed the fees and the 100 bps effect on the portfolio, how can we present that to clients? That's the advisor fee....
carolinee952
July 18, 2018
5.0 |
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Not enough time for the topic
5.0 |
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Excellent information from a very well-respected source.
7 results - showing 1 - 7
