Upcoming Webinar: Building and Scaling a Planning-led Business for Incremental Growth

Learn how you can drive growth by delivering an integrated, digitally-enabled, and scalable experience across the advisor/client lifecycle.

Join Trish Haskins, Fidelity’s VP of Digital Strategy and Platform Consulting, and Steve Levis, CFP®, eMoney’s Senior VP of Financial Planning, for a live webinar on Wednesday, June 26 at 2:00 p.m. ET.

During the webinar, they’ll discuss how FlexGen firms leverage technology to effectively position themselves for growth.

Can’t make it to the live session? Register anyway, and we’ll send you the recording.

UP Webinar - 5.30.19
Alyssa Lewis

Written By

Alyssa Lewis is an Event Specialist at eMoney Advisor.