Upcoming CPE Webinar: Creating a Remote Financial Planning Experience: Fresh, Exciting, and Engaging!

Financial planning and guidance can be challenging when we can’t meet face to face but the “new norm” is keeping us apart.  

Join Susan Joy Bruno CPA/PFS, CFP, and our CEO H. Adam Holt on Thursday, July 9th at 4 p.m. EDT to learn how to deliver a truly engaging financial planning experience using an exciting new visual format that is so simple and fun to use that you will want to work on your own financial plan before your clients!  

This course will not only show you how quickly and easy you can help your clients clearly understand their financial decisions but also share with you best practices for running a remote practice of any kind.

A picture reduces the barrier to communication, whether in person or remotely.  This is a game-changer for financial planners and clients alike.