Reviews written by lancem808

Harold Evensky On What's New In Wealth Management

Webinars

lancem808 July 28, 2011
(Updated: July 28, 2011)

5.0
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Timely topic, knowledgable speaker. Andy is a fine moderator, perhaps introductions and closings can be a bit more brief and concise. Thanks for an informative presentation.

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Roth IRA: Beyond The Basics

Webinars

lancem808 June 10, 2010
(Updated: June 10, 2010)

5.0
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Timely topic. Great handouts and presentation style by Bob.

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Financial Planning Outsourcing To Deepen Client Relationships

Webinars

lancem808 May 19, 2010
(Updated: May 19, 2010)

4.0
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I appreciate Kristen's openness in sharing her processes in a subject area that is of great interest to me.

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eMoney

Financial Planning

lancem808 February 08, 2010

Overall rating

3.5

Company

3.0

Interface

4.0

Integration

3.0

Pricing

2.0

Monte Carlo Simulation

4.0

Taxes

4.0

Asset Allocation

3.0

LTC-College Planning

4.0

Estate Planning

4.0

Complex, but comprehensive and capable.

Certainly not perfect, but very useful.

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After The Fall: Asset Allocation And Rebalancing

Webinars

lancem808 April 09, 2009
(Updated: April 09, 2009)

5.0
Average Attendee Rating
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No improvement needed. Very timely, interesting, and informative webinar.

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