Reviews written by JCS-SFG

4 results - showing 1 - 4  
 
 
JCS-SFGJCS-SFG   January 27, 2016
(Updated: January 27, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
Financial Planning
JCS-SFGJCS-SFG   April 11, 2014
Overall rating 
 
 
3.6
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Room for improvement, but still excellent

Room for improvement, but still excellent

JCS-SFGJCS-SFG   April 10, 2014
(Updated: April 10, 2014)
2.0
Average Attendee Rating
Poor Average Excellent

The webinar seemed to be about establishing the fact that people act in accordance with certain principles of behavioral finance. But I would hope that an audience of financial advisors...

JCS-SFGJCS-SFG   November 21, 2013
(Updated: November 21, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Interesting, well presented, useful: good job

4 results - showing 1 - 4