Financial Planning Technology: Where Are We and Where Are We Going? (Personal Financial Planning Con

Earn CPE anywhere!

Hear Robert Alan Moore, MS, CFP take a deep dive into the current and emerging trends in technology for financial planners. Attendees will learn how to keep their firms relevant and efficient in the digital age.

You will hear about the following:

• Overview of existing types of technology available to advisors
• Leading technologies in each major tech category
• A look into future technology