A Review of Personal Finance Apps and Budgeting Strategies that can Transform Your Clients’ Financial Health!
Boost Your Client's Behavioral Finance, Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, January, 31 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Rachel Murphy
Personal Finance Expert
What You'll Learn
Join us for an enlightening session with personal finance expert Rachel Murphy for a thorough review of the pros and cons of leading personal finance apps. Understand their functionalities, security features, user-friendliness, and integration capabilities. Whether…