Reviews written by JTWPlanner
JTWPlanner
March 27, 2019
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Helped understand performance history with international and commodities
JTWPlanner
March 11, 2019
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Excellent economic update
JTWPlanner
August 28, 2018
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Information helpful in understanding withdrawal variables.
JTWPlanner
July 09, 2018
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Excellent explanation of current state of the economy and outlook.
JTWPlanner
March 21, 2018
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
A bit limited in new information about 7/Twelve
JTWPlanner
March 12, 2018
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Excellent presentation of key economic data
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Comprehensive overview of new tax law
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Excellent presentation
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Helpful review of estate topics
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Extremely valuable analysis of the economy -- history and trends
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Good analysis of the effects of costs on performance
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very useful economic information
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very helpful update.
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Good reminder that tax law may change dramatically later this year and that clients will be affected.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Provided helpful insight about RMDs
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Excellent review of 7Twelve portfolio
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Timely and helpful. Comprehensive selection of economic data.
