Reviews written by rogers(97

8 results - showing 1 - 8  
 
 
MoneyGuidePro
Financial Planning
rogers(97rogers(97   January 13, 2015
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

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Optimizing Social Security Claims In Retirement Income Planning
Webinars
rogers(97rogers(97   October 16, 2014
(Updated: October 16, 2014)
3.0
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Fritz Meyer Economic And Investment Update, August 2014
Webinars
rogers(97rogers(97   August 11, 2014
(Updated: August 11, 2014)
5.0
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The Death Of Buy & Hold Has Been Greatly Exaggerated
Webinars
rogers(97rogers(97   January 06, 2011
(Updated: January 06, 2011)
5.0
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2011 Compliance Planning
Webinars
rogers(97rogers(97   December 16, 2010
(Updated: December 16, 2010)
4.0
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Conducting 401k Vendor Searches For Small Plan Sponsors
Webinars
rogers(97rogers(97   June 24, 2010
(Updated: June 24, 2010)
5.0
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Excellent overview. Obviously he would like you to use his services, but he was not "selling" them.

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Appointing A Trust Protector To Improve Estate Plans
Webinars
rogers(97rogers(97   June 03, 2010
(Updated: June 03, 2010)
5.0
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Interesting topic.

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Financial Planning Outsourcing To Deepen Client Relationships
Webinars
rogers(97rogers(97   May 19, 2010
(Updated: May 19, 2010)
5.0
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8 results - showing 1 - 8