Reviews written by maryb719

4 results - showing 1 - 4  
 
 
Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction
Webinars
maryb719maryb719   September 15, 2010
(Updated: September 15, 2010)
5.0
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The New Estate Planning Landscape
Webinars
maryb719maryb719   January 28, 2010
(Updated: January 28, 2010)
5.0
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MoneyGuidePro
Financial Planning
maryb719maryb719   January 09, 2010
Overall rating 
 
 
4.2
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Works well for me

Satisfactory

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The 401k Upheaval And How It Affects Advisors
Webinars
maryb719maryb719   January 07, 2010
(Updated: January 07, 2010)
5.0
Average Attendee Rating
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Andy was a little hard to hear reading the questions.

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4 results - showing 1 - 4