Reviews written by ginam760

MoneyGuidePro

Financial Planning

ginam760 March 01, 2013

Overall rating

3.9

Company

4.0

Interface

4.0

Integration

4.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

4.0

LTC-College Planning

4.0

Estate Planning

4.0

MGP gives me a good-looking, structured platform to gather data, analyze and advise.

As I have said to the company before, in this techno age, I think it would be really cool to be able to insert photos of clients in program for...

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Roth IRA: Beyond The Basics

Webinars

ginam760 June 10, 2010
(Updated: June 10, 2010)

5.0
Average Attendee Rating
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Don't know if slides were available ahead of time, but if so, nice to have to print out and make notes on printout.....

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Eight Strategic Steps To Grow Your Advisory Firm

Webinars

ginam760 March 25, 2010
(Updated: March 25, 2010)

4.0
Average Attendee Rating
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So convenient! Thanks very much.....

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Marketing And Compliance Essentials For A New RIA

Webinars

ginam760 December 16, 2009
(Updated: December 16, 2009)

4.0
Average Attendee Rating
Poor	Average	Excellent

came in a little late, so didn't knowif slides available....if so, how to get? if available as webinar starts, can print out and make notes.....

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Life Planning And The Financial Crisis

Webinars

ginam760 May 21, 2009
(Updated: May 21, 2009)

5.0
Average Attendee Rating
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