Reviews written by monicaj808

10 results - showing 1 - 10  
 
 
Financial Planning
monicaj808monicaj808   March 27, 2014
Overall rating 
 
 
2.9
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Pretty good for the cases I've had

Pretty intuitive and has a good audit trail so you dig into numbers that look questionable. Reports and graphs seem dated.

monicaj808monicaj808   January 31, 2013
(Updated: January 31, 2013)
3.0
Average Attendee Rating
Poor Average Excellent

Didn't seem to contain much new or interesting information. Too high level generic so not engaging.

monicaj808monicaj808   April 19, 2012
(Updated: April 19, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

Information was so general, it didn't seem actionable. Was hoping there would be more specifics. Maybe my expectations were not realistic.

monicaj808monicaj808   March 29, 2012
(Updated: March 29, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

Information was so general, it didn't seem actionable. Was hoping there would be more specifics. Maybe my expectations were not realistic.

monicaj808monicaj808   July 28, 2011
(Updated: July 28, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Good, thorough coverage of material

monicaj808monicaj808   March 03, 2011
(Updated: March 03, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Jammed full of content. Great educational information, but way too fast. Drinking out of a firehose.

monicaj808monicaj808   November 18, 2010
(Updated: November 18, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

Some good info, but somehow didn't resonate with me much.

monicaj808monicaj808   June 03, 2010
(Updated: June 03, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Super, info-packed, very practical

monicaj808monicaj808   January 28, 2010
(Updated: January 28, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

monicaj808monicaj808   April 30, 2009
(Updated: April 30, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

This presenter's style is a little dry. Andy asks great questions. Perhaps this sort of presentation could be more interactive rather than reserving Q&A until the end....

10 results - showing 1 - 10