Reviews written by carolyno214

5 results - showing 1 - 5  
 
 
Golden Years
Financial Planning
carolyno214carolyno214   September 08, 2011
Overall rating 
 
 
2.9
Company 
 
 
5.0
Interface 
 
 
2.0
Integration 
 
 
1.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Good information but not user friendly

See above

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2011 Compliance Planning
Webinars
carolyno214carolyno214   December 16, 2010
(Updated: December 16, 2010)
5.0
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Very timely

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Asset Protection Using Domestic Trusts
Webinars
carolyno214carolyno214   October 21, 2010
(Updated: October 21, 2010)
4.0
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Great, a little fast!

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Creating Financial Plans Based On Economic Scenarios
Webinars
carolyno214carolyno214   October 07, 2010
(Updated: October 07, 2010)
5.0
Average Attendee Rating
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Very interesting. I look forward to a follow-up

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Year-End Tax Moves For 2010
Webinars
carolyno214carolyno214   September 30, 2010
(Updated: September 30, 2010)
5.0
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Great topic, very useful information.

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5 results - showing 1 - 5