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AICPA ENGAGE 2019

PFP1903 - Financial Planning Software


Jun 10, 2019 8:05am ‐ Jun 10, 2019 9:45am


Standard: $49.00

Description

There is a revolution taking place in how advisors provide financial planning advice to clients, and how financial planning software is evolving. Join FinTech expect Joel Bruckenstein, and a panel of industry experts as they discuss the evolution of financial planning advice and the software that supports it. 

Objectives:

  1. Learn about the changes taking place in how financial planning advice is provided.
  2. Understanding the challenges that the next generation of clients wants advisors to solve for
  3. Explore new financial planning techniques 4. Understand how software is evolving to support the evolution of financial advice

Speaker(s):

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