Reviews written by SteveE

2 results - showing 1 - 2  
 
 
2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
SteveESteveE   February 26, 2015
(Updated: February 26, 2015)
4.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
MoneyGuidePro
Financial Planning
SteveESteveE   July 23, 2014
Overall rating 
 
 
4.1
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Worthwhile

Program is very thorough but could use some visual improvement

Read Review Comments (0)
2 results - showing 1 - 2