Practice Foundation - Technology

11:40 AM - 12:40 PM
This session provides new planners with a framework for making their first decisions about technology (computers, scanners, printers, and so on), software (planning, accounting, portfolio management, CRMs and so on), and internet resources (the planner’s own website and other online tools).

This session is designed for new planners, and those considering financial planning as a career. It is also a good refresher for advisors with existing practices. Panelists will share their experiences with software and technology resources.

Click here for complete information about the NAPFA Practice Foundation program.
Watch for all the details coming on NAPFA 2022 Events