The Digitization of Financial Planning – March 1 Webinar with Neal Quon and Abby Schneiderman
Join Everplans co-founder Abby Schneiderman on March 1, 2016 at 4PM EDT as she explores the “digitalization” of financial planning with Neal Quon co-Founder of QuonWarrene.
This brief and informative discussion will focus on the digitalization of planning and how Everplans can position you to take full advantage of the new paradigm. Abby will demonstrate the ins and outs of Everplans Professional and provide creative ways financial professionals can incorporate the Everplans platform into client relationships.
This live webinar is a perfect opportunity to ask questions and get answers from fintech expert Neal Quon. You’ll also get to see a demo of the Everplans Professional platform and get a sneak preview of upcoming features and benefits.
Date: March 1, 2016
- Learn how to bridge the generational gap in planning using technology
- Learn how to expand your role as a financial pro through comprehensive planning
- Learn how to manage your clients’ planning from a new collaborative perspective
Don’t miss this opportunity to learn how Everplans can help you enhance your practice. Register today!
Can’t attend the live webinar on March 1?
- Watch www.Everplans.com/professional for a link to the recording. Review the other ideas and blog posts while there — and request a demo if this digital end-of-life planning tool and secure cloud-based platform looks good to you.
- Watch this Bloomberg News video in which Abby shares insights with the general public about the need to plan now for the digital afterlife.
|Click to watch video now|