Advicent

Yesterday was full of valuable insights for employees as our annual company Kick Off Week rolled on with an industry power-user panel and guest keynote presentation. A big thank you to Herman Chan, CFP®, Marguerita (Rita) Cheng,  and Ann Massaro, CFP®,  for sharing their perspectives on the future of the FinancialPlanning practice, the role FinTech will play moving forward, and how they get value from NaviPlan® at their firms. Afterwards, Chad J. Willett provided an inspiring and motivating keynote presentation to kick start our exciting objectives in 2019.
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