Reviews written by cj2010

5 results - showing 1 - 5  
 
 
Improve Returns With Liquid Alternative Investments
Webinars
cj2010cj2010   October 14, 2010
(Updated: October 14, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Year-End Tax Moves For 2010
Webinars
cj2010cj2010   September 30, 2010
(Updated: September 30, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Deeper Client Connections Through The Power Of Story
Webinars
cj2010cj2010   May 13, 2010
(Updated: May 13, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Liked it -- agree it is so much more than just the numbers!

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eMoney
Financial Planning
cj2010cj2010   April 29, 2010
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Good Tool

na

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Trends In Family Offices And Multi-Family Offices
Webinars
cj2010cj2010   April 22, 2010
(Updated: April 22, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

There was alot of good information but it would have been more helpful for us to know how to provide services to these type of family offices. Bob's speaking...

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5 results - showing 1 - 5