Sign up now for November Virtual TrainingREGISTER
T3 Enterprise Conference 2016
Knowledge Bureau – Distinguished Advisor Conference 2016
UFPI – Israel Sixth Annual Conference for Planners
12th Financial Planner Forum Berlin
CIFPs Annual Conference 2017
PlanPlus and Finametrica representatives will attend the T3 Technology Tools for Today Enterprise Conference to be held at the Cosmopolitan Hotel in Las Vegas, Nevada. We will host a Tech Lab Experience in Condesa Room 8 on Nov. 2 from 1 to 5pm. Drop by to see what's new, or book a private meeting with one of our representatives by using the T3 Conference app. Join PlanPlus President & CEO, Shawn Brayman on Nov. 3 at 11:05am for a presentation on robo integration with industry best practices to reconcile the interests of investors, regulators and financial services firms.
Start: Wednesday, November 2, 2016
End: Friday, November 4, 2016
Shawn Brayman will be one of 18 presenters to take the podium at the 2016 Distinguished Advisor Conference in San Diego. Join Shawn on Tues. Nov. 8th at 8:30am for a 45 minute presentation about Global Best Practices in Risk Profiling - Closing the Substantive Gaps in Regulatory Guidance.
Start: Sunday, November 6, 2016
End: Wednesday, November 9, 2016
Shawn Brayman will attend the UFPI Sixth Annual Conference for Planners as Guest of Honor. On Tues. Nov. 15 from 4:30 to 6:30pm, Shawn will conduct at 2 hour seminar about The Value of Advice, and on Nov. 16 from 3 to 3:45pm will host a workshop on Managing cash flows as the base of the work of a financial planner and the computer as your assistant.
Start: Tuesday, November 15, 2016
End: Thursday, November 17, 2016
PlanPlus is pleased to participate in the 12th Financial Planner Forum in Berlin. Stop by our Booth #37 and register for a free trial. Don’t miss Shawn Brayman’s presentation on Global Best Practices for Knowing Your Client. The presentation will take place on November 25th from 2:30 to 3:30 in Hall 6 of the KOSMOS.
Start: Friday, November 25, 2016
End: Saturday, November 26, 2016
PlanPlus will attend the CIFPs Annual Conference in Ottawa, Ontario.
Start: Sunday, May 28, 2017
End: Wednesday, May 31, 2017