UPCOMING WEBINAR

Advisor Panel: How to Approach the Client Journey in your Business

Wednesday, March 10 from 2:00 - 3:00 p.m. ET
We shared best practices and showed how technology can support you in your financial planning and marketing efforts in the first two webinars in this series.

Join us for the final webinar in the series, to hear from your peers as they walk through their real life examples to help you with your planning and marketing efforts in 2021!
Advisor Panel
Jeffrey Wherry
CFP®, CLU®, ChFC®, AIF®
Director of Research & Planning, THWM at Treloar & Heisel
Stephanie McElheny
CFP®, EA, ChSNC™
President of Financial Planning & Chief Technology Officer
Aspen Wealth Strategies
Erin Durkin Voisin
CFP®, EA, MS, CDFA®, ChFC®
Director of Financial Planning
EP Wealth Advisors
Can't make it to the live session?
Register anyway, and we'll send you the recording.