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Excellent! Would like the handout if available.
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He always talks to fast, but this time I could pretty well follow him. And I can listen again to the webinar. Great webinar!
Good: integration and retirement planning Cash flow not integrated - need to use own spread sheets Asset allocation - hoped that would be better than others, because...
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3.0 |
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Very good topics, but too little time to explain them well. Better to take one topic and go deeper in it.
3.0 |
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Too much information - useful, but not able to grasp everything
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Very good; I learned a lot. Would like several of the scenarios be discussed more in depth, like what was discussed about transferring Outlook to the cloud. How to do...
4.0 |
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Good to know that there are more options with annuity contracts. Learned something!
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Worth having even next to a complicated financial planning package.
2.0 |
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