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CE Webinars
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CFP Ethics Class
Purchased Electives
Reviews written by richa925
2 results - showing 1 - 2
Last Chance: Alert Widowed Clients Of Portability
Webinars
richa925
October 30, 2014
(Updated: October 30, 2014)
5.0
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eMoney
Financial Planning
richa925
September 23, 2011
Overall rating
2.8
Company
4.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
2.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
2.0
Estate Planning
3.0
eMoney seems to be best of breed, today
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2 results - showing 1 - 2
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.