Reviews written by dchumphrey

27 results - showing 1 - 25  
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dchumphreydchumphrey   July 09, 2012
(Updated: July 09, 2012)
4.0
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dchumphreydchumphrey   June 14, 2012
(Updated: June 14, 2012)
4.0
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Good topic, interesting discussion

dchumphreydchumphrey   June 07, 2012
(Updated: June 07, 2012)
5.0
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Very insightful, as always!

dchumphreydchumphrey   June 07, 2012
(Updated: June 07, 2012)
5.0
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Very insightful, as always!

dchumphreydchumphrey   March 12, 2012
(Updated: March 12, 2012)
5.0
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Good insights. I like that Fritz shook it up a bit from the past few months. For the first time, I noticed some technical difficulties (besides the other voice...

dchumphreydchumphrey   February 16, 2012
(Updated: February 16, 2012)
3.0
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OK. The first 30 minutes could have been covered in 10 minutes or less to leave more time for the more interesting discussion about risk control and solutions for...

dchumphreydchumphrey   February 13, 2012
(Updated: February 13, 2012)
4.0
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Good update

dchumphreydchumphrey   February 02, 2012
(Updated: February 02, 2012)
4.0
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Good - Lots of material, but could have spent a bit more time on some of the more technical aspects.

dchumphreydchumphrey   January 09, 2012
(Updated: January 09, 2012)
4.0
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Another informative session

dchumphreydchumphrey   December 12, 2011
(Updated: December 12, 2011)
4.0
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dchumphreydchumphrey   November 07, 2011
(Updated: November 07, 2011)
4.0
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dchumphreydchumphrey   October 27, 2011
(Updated: October 27, 2011)
4.0
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dchumphreydchumphrey   October 10, 2011
(Updated: October 10, 2011)
4.0
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Good, but prefer to stick to scheduled time.

dchumphreydchumphrey   August 08, 2011
(Updated: August 08, 2011)
5.0
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Very timely with lots of good information not easily found elsewhere.

dchumphreydchumphrey   September 23, 2010
(Updated: September 23, 2010)
4.0
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Good overall, but could have moved along a bit faster.

dchumphreydchumphrey   June 10, 2010
(Updated: June 10, 2010)
4.0
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Good, but covered material very quickly due to late start.

Financial Planning
dchumphreydchumphrey   June 07, 2010
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Good mix of customizable inputs and client-friendly outputs

Happy with MGP

dchumphreydchumphrey   May 20, 2010
(Updated: May 20, 2010)
4.0
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Nice fast pace with lots of helpful info on slides

dchumphreydchumphrey   April 01, 2010
(Updated: April 01, 2010)
3.0
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OK for an overview, but would have preferred more detail describing differences in encryption vendors/tools available.

dchumphreydchumphrey   January 07, 2010
(Updated: January 07, 2010)
4.0
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Good topic, but could get into the meat of the program quicker. Q&A was mostly comments and not helpful questions/answers.

dchumphreydchumphrey   December 03, 2009
(Updated: December 03, 2009)
5.0
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Great overview of three relevant products. I appreciate that the presenters offered lots of info while sticking to their allotted times.

dchumphreydchumphrey   October 15, 2009
(Updated: October 15, 2009)
4.0
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dchumphreydchumphrey   May 14, 2009
(Updated: May 14, 2009)
4.0
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Include less sales talk for vendor (SEI) products/services Try to stick to scheduled time

dchumphreydchumphrey   April 30, 2009
(Updated: April 30, 2009)
3.0
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Include more creative tips and lessons from using the social networking services. The content seemed too basic and covered the general features of LinkedIn but not enough "aha!" ideas...

dchumphreydchumphrey   April 16, 2009
(Updated: April 16, 2009)
4.0
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Cover the slides, then do Q&A.

27 results - showing 1 - 25  
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