Reviews written by cj2010

5 results - showing 1 - 5 Results per page:
 
Improve Returns With Liquid Alternative Investments (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
cj2010 Reviewed by cj2010
October 15, 2010

Report this review
 
Last updated: October 15, 2010
 
Year-End Tax Moves For 2010 (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
cj2010 Reviewed by cj2010
October 01, 2010

Report this review
 
Last updated: October 01, 2010
 
Deeper Client Connections Through The Power Of Story (Event)
 

0 of 0 people found the following review helpful
Liked it -- agree it is so much more than just the numbers!
Rating:
 
 5.0
Was this review helpful to you?
Yes No
cj2010 Reviewed by cj2010
May 14, 2010

Report this review
 
Last updated: May 14, 2010
 
eMoney
Financial Planning
 

Good Tool

0 of 0 people found the following review helpful
na
Overall rating: 
 
 3.5
Company :
 
 4.0
Interface :
 
 4.0
Integration :
 
 3.0
Pricing :
 
 3.0
Monte Carlo Simulation :
 
 3.0
Taxes :
 
 3.0
Asset Allocation :
 
 3.0
LTC-College Planning :
 
 4.0
Estate Planning:
 
 4.0
Was this review helpful to you?
Yes No
cj2010 Reviewed by cj2010
April 29, 2010

Report this review
 
 
Trends In Family Offices And Multi-Family Offices (Event)
 

0 of 0 people found the following review helpful
There was alot of good information but it would have been more helpful for us to know how to provide services to these type of family offices. Bob's speaking style was a little monotone.
Rating:
 
 4.0
Was this review helpful to you?
Yes No
cj2010 Reviewed by cj2010
April 23, 2010

Report this review
 
Last updated: April 23, 2010
 
5 results - showing 1 - 5
Powered by jReviews

Login