Description
This panel discussion, moderated by technology expert Joel Bruckenstein, CFP, will provide real world examples from PFS member/practitioners on how they implemented new technologies and the benefits they derived from these enhancements. Receive actionable advice on how to upgrade your technology. Examples for both large and small firms will be discussed. Whether you are a tech novice or expert, this session is for you. 1. Provide a framework for performing due diligence on technology vendors 2. Learn how to prioritize your technology upgrades 3. Gain a better understanding of what the latest technologies can do for you and your business
Speaker(s):
- Joel
P. Bruckenstein,
CFP,
President,
Technology Tools for Today (T3)
- Michael
E. Goodman,
CPA, PFS, CFP,
President,
Wealthstream Advisors, Inc.
- David
Oransky,
CPA/PFS, CFP, RLP,
Founding Principal,
Laminar Wealth
- Anthony
L. Schembri,
CPA,
Managing Director,
CLARFELD Wealth Strategists & Financial Confidantes
