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| Sponsor Content from Fidelity Investments, Bill.com |
| Web Seminar | | | | | | Financial Planning Advances in Tech Event | | Stay prepared for the future | | Wednesday, Nov 16, 2022 at
02:00 pm ET / 11:00 am PT | | 45 minutes |
| Wednesday, Nov 16, 2022 at
02:00 pm ET / 11:00 am PT | | 45 minutes |
| |
| Hello Voornaam, In this changing world, leaders in financial planning firms are always looking for ways to grow their business and increase and retain customers. This event, the 2nd in a series, will help you learn how to navigate the new wealth management landscape and position your firm and its products at the forefront of the industry. The Advances in Tech Demo Event puts the spotlight on some of the latest software and technologies in the industry, which are helping the financial planning community move forward and be prepared for the future. Join this live 45 minute complimentary webinar that showcases what the software or technology is doing to advance the industry, followed by live Q&A. Reserve your spot now. |
| | Antoinette Alexander | Contributing Author and Guest Host
Accounting Today | | (Moderator) |
| | | Brandon Roth | Sr. Product Marketing Manager
Bill.com | | (Speaker) |
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| | Antoinette Alexander | Contributing Author and Guest Host
Accounting Today | | (Moderator) |
| | | Brandon Roth | Sr. Product Marketing Manager
Bill.com | | (Speaker) |
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