Reviews written by jmwinzeler

2 results - showing 1 - 2  
 
 
jmwinzelerjmwinzeler   January 22, 2015
(Updated: January 22, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Enjoyed! It probably should have been split into two sessions.

Financial Planning
jmwinzelerjmwinzeler   February 09, 2012
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
1.0

good

good but could be great

2 results - showing 1 - 2