|
The FPA Chapters of
Fairfield County, Greater Hudson Valley & New York City
present
Technology Trends for 2008 & Beyond:
How to Work Less & Make More!
A Joint Regional Conference
featuring
the dynamic technology/practice management duo
of Virtual Office News Fame
Joel Bruckenstein & David Drucker
Friday, September 12, 2008
10:00 a.m. – 5:30 p.m.
(including lunch & cocktail reception)
|
NEW - EXPANDED AGENDA! Everything You Always Wanted to Know (but didn’t know who to ask) About How Technology Can Help You Work Less & Make More! - An Interactive Q&A Conversation with panelists Joel Bruckenstein, David Drucker, George L. Taylor, CFP®, President/Managing Director of Temenos, and Vern C. Hayden, CFP®, CEO/Founder, Hayden Wealth Management, all of whom will bring their own unique points of view to the table and field questions from the floor. Panel discussion will be moderated by Peter T. Slavin, CLU, ChFC, LUTCF, MetLife Financial Planner/Senior Financial Services Executive and FPA CT-Fairfield County Chapter President-elect.
NEW - EXPANDED AGENDA! “A View from the Trenches – A Virtual Office Real Life Story” as told by nationally recognized virtual office and technology expert George L. Taylor. George will share with us the practical issues and incredible benefits of using technology to create an effective and successful Virtual Office on a practice management level. This is your chance to hear an insider’s view of what it’s really like to live the Virtual Office Life!
|
We are thrilled to present the first-ever FPA Joint Regional Technology Conference in the New York-Metro area featuring keynote speakers Joel Bruckenstein and David Drucker on The Top Ten Challenges Facing Practitioners Today. Having co-authored “Virtual Office Tools for a High Margin Practice,” Joel and David literally wrote the book on “how client-centered financial advisors can cut paperwork, overhead, and wasted hours,” as their tome is subtitled. They are the undeniable authorities on how financial planning professionals can utilize software, hardware and other technologies to improve and streamline their practices.
With a pool of over 2,000 financial planning professionals from the three host FPA chapters (and neighboring FPA Chapters in Connecticut, New Jersey and New York) and an average 10% attendance rate, this event is a sponsor’s dream opportunity to connect with a target audience specifically interested in technology designed to help them manage their practices more effectively and more efficiently. Our members are eager to learn from you, as an exhibiting sponsor, the technological tips, tools and products that can help them work less and make more. To this end, we have set an agenda that guarantees significant one-on-one quality time with attendees in the morning, in the afternoon, and during a one-hour cocktail reception at day’s end.
The Top Three Reasons (in no particular order)
|
