Reviews written by teresac781

5 results - showing 1 - 5  
 
 
Tactical Asset Allocation In Today's Market
Webinars
teresac781teresac781   March 04, 2010
(Updated: March 04, 2010)
5.0
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Better control of time, may be just one presenter?

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Roth IRA Conversion Techniques
Webinars
teresac781teresac781   February 04, 2010
(Updated: February 04, 2010)
4.0
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The New Estate Planning Landscape
Webinars
teresac781teresac781   January 28, 2010
(Updated: January 28, 2010)
4.0
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NaviPlan Extended
Financial Planning
teresac781teresac781   January 08, 2010
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

NaviPlan comments

This is basically the tool I used for Financial Planning since I started my career. I found it comprehensive and easy to navigate. However, there are some special...

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The 401k Upheaval And How It Affects Advisors
Webinars
teresac781teresac781   January 07, 2010
(Updated: January 07, 2010)
5.0
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Andrew should have his own microphone when he talked after the mic was passed to Mary - it was hard to hear him in the background.

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5 results - showing 1 - 5