Financial Planning Advances in Tech Event Web Seminar 2022 | 15 November 2022 | Webinar
Venue
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| Event Date |
Wed Nov 16 UTC (about 2 years ago)
In your timezone (EST): Tue Nov 15 7:00pm - Tue Nov 15 7:00pm |
| Location | Webinar |
| Region | All |
Details
In this changing world, leaders in financial planning firms are always looking for ways to grow their business and increase and retain customers. This event, the 2nd in a series, will help you learn how to navigate the new wealth management landscape and position your firm and its products at the forefront of the industry.
The Advances in Tech Demo Event puts the spotlight on some of the latest software and technologies in the industry, which are helping the financial planning community move forward and be prepared for the future.
Join this live 45 minute complimentary webinar that showcases what the software or technology is doing to advance the industry, followed by live Q&A.
Speakers
2022 Speakers
MODERATOR:
Antoinette Alexander
Contributing Author and Guest Host, Accounting Today
SPEAKERS:
Brandon Roth
Sr. Product Marketing Manager, Bill.com
Mayank Goradia
VP Head, Investment Product, Portfolio Analytics, Fidelity Investments
Sponsors & Partners
2022 Sponsors
• Fidelity
• Bill.com