Reviews written by ryanc732

Setting Up Technology Systems At A New RIA

Webinars

ryanc732 March 17, 2010
(Updated: March 17, 2010)

4.0
Average Attendee Rating
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MoneyGuidePro

Financial Planning

ryanc732 February 18, 2010

Overall rating

4.0

Company

4.0

Interface

4.0

Integration

4.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

4.0

Asset Allocation

4.0

LTC-College Planning

4.0

Estate Planning

4.0

great planning software

Great software and company

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The New Estate Planning Landscape

Webinars

ryanc732 January 28, 2010
(Updated: January 28, 2010)

5.0
Average Attendee Rating
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Best webinar yet. They are improving each time. Rick Randall was extremely knowledgeable and the best speaker to date.

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The 401k Upheaval And How It Affects Advisors

Webinars

ryanc732 January 07, 2010
(Updated: January 07, 2010)

4.0
Average Attendee Rating
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Wonderful info. Thank you.

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Seizing The Roth IRA Opportunity With Clients And Prospects

Webinars

ryanc732 December 10, 2009
(Updated: December 10, 2009)

4.0
Average Attendee Rating
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Very informative. Great Roth calculator

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