For February’s Journal in the Round, join our panel of tech savvy financial planners and fintech experts from FPA’s FinTech Advisory Group as they discussed how the fintech space is exploding with possibilities for planners and their clients. Charesse Hagan, Chris Heye, Ph.D. and Shane Morrow, CFP®, CIMA, CAIA® discussed insights into the key trends on the horizon, and shared wisdom about the tools in their tech deck as well as what they hear from financial planners about what their dream technology of the future looks like. This lively, online and interactive roundtable conversation was moderated by FPA host Terry Bradford-Crane, MBA, CFP®

Course Information
Date Presented:
February 26, 2020 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Journal in the Round: Finding the Dream Fintech Stack
Speaker Information
Charesse Hagan  [ view bio ]
Chris Heye, Ph.D.  [ view bio ]
Shane Morrow, CFP, CIMA, CAIA  [ view bio ]
Individual topic purchase: Selected
FPA Member Price:$0.00
Non-Member Price:$19.00