How to use Technology to Enhance the Client Planning Experience
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Thursday, February, 15 • ET • 60 minutes

Multiple Presenters
PreciseFP, Bento Engine, and fpPathfinder
What You'll Learn
Are you interested in ways to enhance the client experience? If so, I encourage you to join us for special session to see how three cutting-edge tools: PreciseFP, Bento Engine, and fpPathfinder, can help. First up will be PreciseFP that helps planners gather essential life data…