Reviews written by sherwin

32 results - showing 1 - 25  
 
 
sherwinsherwin   January 13, 2013
(Updated: January 13, 2013)
5.0
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sherwinsherwin   August 02, 2012
(Updated: August 02, 2012)
5.0
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sherwinsherwin   July 26, 2012
(Updated: July 26, 2012)
4.0
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sherwinsherwin   July 05, 2012
(Updated: July 05, 2012)
5.0
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Outstanding.

sherwinsherwin   June 28, 2012
(Updated: June 28, 2012)
5.0
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sherwinsherwin   May 16, 2012
(Updated: May 16, 2012)
5.0
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sherwinsherwin   May 10, 2012
(Updated: May 10, 2012)
5.0
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sherwinsherwin   April 19, 2012
(Updated: April 19, 2012)
5.0
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sherwinsherwin   April 12, 2012
(Updated: April 12, 2012)
5.0
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VERY informative.

sherwinsherwin   March 29, 2012
(Updated: March 29, 2012)
5.0
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sherwinsherwin   September 15, 2011
(Updated: September 15, 2011)
5.0
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Excellent. I particularly liked the give and take "coaching session" between Messrs. Carter and Gluck

sherwinsherwin   September 08, 2011
(Updated: September 08, 2011)
5.0
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sherwinsherwin   July 28, 2011
(Updated: July 28, 2011)
5.0
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Excellent....................and practical.

sherwinsherwin   June 09, 2011
(Updated: June 09, 2011)
5.0
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Much useful information in a relatively compact amount of time. Thank you.

sherwinsherwin   June 06, 2011
(Updated: June 06, 2011)
5.0
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Very informative. Thank you. Will visit website for subscription information.

sherwinsherwin   March 03, 2011
(Updated: March 03, 2011)
5.0
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Excellent. Bob Keebler is a great resource.

sherwinsherwin   February 17, 2011
(Updated: February 17, 2011)
4.0
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sherwinsherwin   February 10, 2011
(Updated: February 10, 2011)
5.0
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sherwinsherwin   January 06, 2011
(Updated: January 06, 2011)
5.0
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Great!

sherwinsherwin   October 21, 2010
(Updated: October 21, 2010)
5.0
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Excellent.

sherwinsherwin   August 05, 2010
(Updated: August 05, 2010)
5.0
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sherwinsherwin   June 10, 2010
(Updated: June 10, 2010)
5.0
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Very informative. Thank you.

sherwinsherwin   February 18, 2010
(Updated: February 18, 2010)
4.0
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Financial Planning
sherwinsherwin   February 05, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Comprehensive, but high learning curve and documents that require editing for desired presentation.

Purchase only if you have the time and discipline to learn the program before using it in your practice; it's not a program that can (or that should) be used...

sherwinsherwin   February 04, 2010
(Updated: February 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great.

32 results - showing 1 - 25