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Financial Planning’s INVEST

June 12 - June 13


June 12
June 13
Event Category:


Hilton Midtown
New York City, NY United States

Financial Planning’s INVEST will help decision-makers at wealth management firms understand how new technology can improve advisor efficiency and effectiveness. Advisors will also learn how to better utilize technology to improve client interactions, investment strategies and other practice and client management skills. All INVEST attendees will leave with a clearer sense of how they can help their businesses grow.

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