Elevate Your Financial Planning Strategies (Part 2) 

Thursday, June 24 from 12:00 - 1:00 p.m. ET
In part one of this two-part interactive series from eMoney, we showed you how to create an actional financial planning strategy for delivering more plans. Join us for part two to hear how fellow advisors have implemented successful financial planning strategies. 
Steve Levis, CFP®
SVP, Financial Planning
eMoney Advisor
Connor Sung, CFP®
Manager, Practice Management 
eMoney Advisor
Advisor Panel
Donnie Laurence Jr., CFP®, CRC®
Managing Director
Stone Oak Wealth Management
Becky Walen AFC® CFP®
SVP | Market Development Director
Bell Bank Wealth Management
Daniel J. Galli CFP®
Daniel J. Galli & Associates
Karen E. Van Voorhis, CFP®
Director of Financial Planning
Daniel J. Galli & Associates
Can't make it to the live session?
Register anyway, and we'll send you the recording.