Name
Utilizing Planning & Technology Throughout the Client Lifecycle (CE)
Date & Time
Monday, April 24, 2023, 2:30 PM - 3:20 PM
Speakers
Description
Presented by eMoney Advisor: Learn about leveraging eMoney technology through the seven-step financial planning process to help you establish productive, long-term relationships and serve your clients efficiently and comprehensively through all stages of their financial lives.
CE: CFP
Location Name
Independence Square
Session Type
Technology Session
Session Category
Technology
Presented by
eMoney Advisor
CE Credit
Yes
CE Details
CFP