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

Trends That Matter: Top Issues for Major Firms Today

Matt Lynch, Managing Partner at Strategy and Resources, LLC will discuss trends that affect major firms, from the “vendor identity crisis” to “regulatory pressure,” to “trends in advice” as well as “succession issues” and “micro-marketing.” Matt's presentation will be followed by table discussions centered around the key trends, facilitated by Strategy and Resources' resource partners