Interesting Budgeting Tool
Boost Your Client's Budgeting, Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, July, 17 • ET • 60 minutes

Clay Raterman
Co-founder Fina
What You'll Learn
Join Clay Raterman, co-founder of Fina, for a look at their budgeting tool that has a very user-friendly design. If you and/or your clients use budgeting tools, OR hope to use these kind of tools, you should check out this webinar. Similar to Mint, YNAB, Monarch et al., Fina…