UPCOMING WEBINAR

Financial Planning for Strategic Growth:

Balancing the 4 Pillars

Wednesday, April 17, from 2:00 p.m. - 3:00 p.m. ET
Financial planning and technology are inextricably linked for firms working to maintain healthy business growth. But how can you scale the two without losing sight of the other strategic priorities at your firm? From increasing efficiencies to retaining advisor talent, your tech stack can be working harder for you.

Join eMoney's Joe Buhrmann and Chris Mauriello for an in-depth look at the four strategic pillars that define success for firms and enterprises, and hear how an integrated, collaborative technology approach can help support your underlying goals.

Presenters
Joe Buhrmann, MBA, CFP®, CLU®, ChFC®
Senior Financial Planning Consultant
eMoney
Chris Mauriello
Financial Planning Practice Management Consultant
eMoney
Can't make it to the live session?
Register anyway, and we'll send you the recording.