Directed Dollars Publishing Company
Training and Education
Testimonials
The testimonials
below are from students attending various workshops facilitated by Professor
Bill. The new series of workshops for employees will not begin until January 2009.
Check back frequently for updates.
Hello
Professor Bill
Thank you
again for providing a wealth of information in your Financial Planning training
course. It was a lot to take in, nonetheless it was very informative. During the
training session you illustrated various processes
using computer programs that you created (e.g. calculating education cost,
mortgage expenses, etc.). Can you please send us copies of the programs at your earliest convenience? I’ve
listed our names and email addresses below.
Anthony
Once again,
thank you for the excellent seminar. I picked up quite a few helpful
pointers that will help me to better plan my retirement. During Tuesday’s
class, I inquired about why closing out unused credit cards impact your credit
score.
Kim
Professor
Bill thank you for the great presentation! It went very well and we here in the office learned quite a bit. You
mentioned we could ask not more than two questions free of charge! We have just
ONE.
At retirement, will you ….?
Thanks
Marco
I enjoyed the training
course very much.
Diana
I attended your webinar this week and you presented a lot of good information – thank you! I would like to receive a copy of the spreadsheet that lets you enter different scenarios or assumptions which then projects how many $$ you will need in retirement.
Thank you.
Thank you
for the informative seminar. It will help me work towards my and my family’s
needs. The templates that you used Tuesday and today would help with some of
the planning. If you could send me copies of those, I would appreciate it.
Thank you
again.
Tom B…
I would like the excel models used on your Fxinancial Literacy course. Please reply to this address.
I will recommend this course to others at the office.
Thanks again,
Dennis U…
I enjoyed
your presentation very much. It was very informative and you did a great job of
involving the participants. Again Thanks!
I was
wondering if I could receive a copy of the different free calculator
spreadsheets, etc. that you mention during class? It
would be greatly appreciated and very useful.
Thanks Much
– Ron
I thank you
for all the valuable information you provided us during the on-line class. I
would like to ask you for a copy of the spreadsheet that you used during the
course. Thank You!
Sincerely,
José
I'd like to get copies of both the College Planning Program and the Retirement spreadsheet that you used in the class on October 23.
Thanks very much!
Brent
Thank you
again for such a wonderful and much needed course! Please send me all of
the useful models that you generated for calculations.
PS: When is
the next course!!!!
Maggie
Please send me the retirement spreadsheet you used in the Financial Literacy for Federal Employees class today.
Good class!
Thanks
David Ford
GOOD MORNING PROF BILL!
WELL
AS YOU SEE I AM EARLY AT WORK AND RARING TO REVIEW ALL
THESE INC MSG I RECEIVED. I ENJOYED YOUR CLASS AND WILL FOLLOW YOUR
INSTRUCTIONS AND WILL ALSO TAKE TIME TO GO INTO OPM WEBSITE AND READ ( I WAS ONE OF THE ONES THAT FALLS UNDER THE CSRS PROGRAM)
ALSO HAVE PURCHASED THE CALCULAOR FOR FUTURE USE AS WELL. HAVE A GOOD DAY! JJ
Hello Mr.
I was one
of your students in the Mid-Career Retirement Training Class were you taught
the Financial Planning portion. First I would
like to say that I have learned so much in the morning session and I’m looking
forward to the afternoon session. During the morning the session you showed us a program that can calculate the cost
of college tuition over extended period of time. You mentioned that you can send us a copy of the program if we provide information
on how our PC/laptops are configured. I’m
currently using a windows base laptop running Microsoft Windows XP. It
has 1.99 GB or RAM and sufficient hard drive space. In your spare time can you send me a copy of the program? I would
greatly appreciate it.
Thank you
for your time.
Professor Bill:
I wanted to let you know how much I enjoyed your segment of
the FERS retirement course last Tuesday. You mentioned that you would email a copy of
the Can I Retire model to those of us who were
interested. I’m definitely interested, so could you email a copy to me at the above email
address? Thank you so much. –
Regards -- Madeline
Mr. Keating,
Thanks for a wonderful class on
finance. The knowledge you shared was very helpful to me. You
opened my eyes.
At the end of the class
you asked that I email you with my question. I have a retirement plan
(401K) with Fidelity Finance, this is my …
Steven
Bill,
It was good meeting you yesterday at
the CSRS class. I found your background, approach, and presentation style
to be different and like a breathe of fresh air.
With the short breaks and many
classmates yesterday I didn't find time to get your
views on my particular situation. I'm
considering ….
Jeff