Reviews written by gcohen6294

5 results - showing 1 - 5  
 
 
CPI-Adjusted COLAs In Retirement Income Distribution Portfolios; Craig Israelsen, June 2023
Webinars
gcohen6294gcohen6294   June 14, 2023
9.0
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The Shape Of The Recovery; Fritz Meyer, November 2020
Webinars
gcohen6294gcohen6294   November 09, 2020
10
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Great presentation

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Fritz Meyer Economic Update, August 2017
Webinars
gcohen6294gcohen6294   August 07, 2017
(Updated: August 07, 2017)
5.0
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Good positive information

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2016 Estate And Gift Tax Class For Financial Advisors
Webinars
gcohen6294gcohen6294   July 21, 2016
(Updated: July 21, 2016)
4.0
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Good information, a little rambling

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MoneyGuidePro
Financial Planning
gcohen6294gcohen6294   January 09, 2014
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Good for retirement planning.

Gold standard for Monte-Carlo simulation

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5 results - showing 1 - 5