Date of Event:
Tuesday June 4, 2013
Topic: Unlock the Key to Your Client’s Future Financial Well Being by Leveraging Technology
Credits: 3 CPE/Specialized Knowledge
Time: Registration and Buffet Breakfast: 8:00 am
Program: 8:15 AM – 11:00 AM
Location: Sound Wealth Financial Group
250 Crossways Park Drive, Woodbury, NY 11797
Costs: $5.00 donation to NCCPAP Scholarship Fund
Program Description:
An introductory workshop of a member benefit program that provides access to unique web based technology that can be used in your practice to offer a comprehensive approach to taking care of clients’ financial well being. It helps clients’ organize & understand their entire financial picture and plan for the future. It enables you to show clients how all of their financial pieces fit together & is effected by their daily decisions. You will learn how this program works & how it can be integrated into your practice.
Sponsor:
Location and breakfast provided compliments of:
Audrey Kirwin at Sound Wealth Financial Group