Reviews written by karenn248

5 results - showing 1 - 5  
 
 
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
karenn248karenn248   July 05, 2012
(Updated: July 05, 2012)
4.0
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great overview

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The Death Of Buy & Hold Has Been Greatly Exaggerated
Webinars
karenn248karenn248   January 06, 2011
(Updated: January 06, 2011)
4.0
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good info would rick is passionate about his work but there is always another side and it would be a fun debate!

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The New Form ADV Part 2
Webinars
karenn248karenn248   November 11, 2010
(Updated: November 11, 2010)
5.0
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need more of this

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Microsoft Outlook
CRM Software
karenn248karenn248   June 21, 2010
Overall rating 
 
 
1.6
Company  
 
 
3.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
1.0

outlook

needs work

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Data Security Product Recommendations
Webinars
karenn248karenn248   June 17, 2010
(Updated: June 17, 2010)
4.0
Average Attendee Rating
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need a little more time for questions

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5 results - showing 1 - 5