Revolutionize your financial planning firm with cutting-edge software and digital tools.
 ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
financialplanning
Sponsor Content from Betterment, Bill.com
Betterment Bill.com
Web Seminar
Financial Planning Advances in Tech Event Spring 2023
Improve advisor efficiency and effectiveness
Wednesday, Apr 12, 2023 at
02:00 pm ET / 11:00 am PT
45 minutes
REGISTER NOW
Hello Voornaam,

Set yourself up for success in 2023 and beyond by integrating the latest software and digital tools at your financial planning firm.

Advances in Tech Demo Event, the complimentary webinar series from Financial Planning, showcases new ways to optimize your workflow, improve client interactions, grow your business and more. 

With innovative solutions from Betterment and Bill, you can't afford to miss the opportunity to thrive in a new age of wealth management. 

Sign up today!

Speakers include:
Antoinette Alexander
Guest Host, Contributor
Financial Planning
(Moderator)
Alison Considine
Senior Sales Manager
Betterment for Advisors
(Speaker)
Brandon Roth
Sr. Product Marketing Manager
Bill.com
(Speaker)
REGISTER NOW
More From Financial Planning
You were sent this email because you signed up for Research and Knowledge Base emails from Financial Planning. These include notifications of new research, whitepapers, and upcoming webinars.
If you no longer wish to receive emails on this topic, you can opt out here
(this is a one-click opt-out).
Customize the emails you receive by visiting our Email Preference Center.
About  |  Contact  |  Privacy Policy
Arizent
One State Street Plaza, 27th Floor
New York, NY 10004