Differentiate your practice and expand how you plan. Find out how in this great @newsfromIN article featuring our co-founder and co-CEO @abbys422. #digitize#estateplanning#fintech
https://t.co/brtQPjj0ef
You still have time! Stop by the #Everplans booth (#508) before the end of #T32018 to get a demo and enter to win a Nintendo Switch. #conference#giveaway
Are you prepared for the $30-40 trillion assets that will move between generations over the coming decades? Don't miss The Art of Multigenerational Planning session with #Everplans Sales Director Harris Scher at 2:35pm in the Caribbean Ballroom, Salons V-VIII. #T32018
Happy New Year! Weβll be speaking at the #T32018 conference that @fintechie and @t3techhub are hosting Feb 6-9 in Florida. Save $100 off advisor registration with this code!
Are you going to T3 in February? We'll see you there! Merry Christmas from @fintechie and @t3techhub - save $100 off advisor registration with this code AND capture the year-end tax deduction!
Our advisor spotlight #webinar is starting in just a few minutes! Learn how #Everplans is helping advisor bridge the generational gap. https://t.co/6VMJxdp7d3
Today at 2PM! Join #Everplans and @Kyle_Imhof of Clintsman Financial for a discussion on how we're helping advisor retain clients through generations. https://t.co/bsbPe09uMI #webinar#advisorspotlight
Join us and @Kyle_Imhof of Clintsman Financial on 12/14 for a spotlight on how #Everplans is changing the way advisors interact with clients. https://t.co/Ab40zhjRtQ #webinar