JOIN US! Advocis Presents ‘Coffee Talks’

Advocis Presents: 
A Coffee Talk Webinar
The Tech Task Force’s Ultimate Guide to All Things Digital

2021 Series - Episode five: The Tech Task Force’s Ultimate Guide to All Things Digital
 

The importance of digital technology has never been greater for advisors, but neither has the complexity of it. With more and more options for professional software emerging constantly, choosing the right tools can be a daunting task – especially given the importance of adhering to regulatory requirements and preserving client security and trust.

Join us on March 9th at 11:00 am EST for a Coffee Talk as Advocis welcomes Brandon Chapman, CFP, CLU and Kelly Gustafson of the Advocis Tech Task Force (TTF) as they discuss the latest trends in digital technology, introduce members to new initiatives and research results from the TTF, and provide vetted recommendations on several solutions that can keep your practice on the cutting edge. 

 
Please refer to the chart below for your local timezone:
 

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credits. 

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email.