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 discuss 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® will discuss insights into the key trends on the horizon, and share 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 will be moderated by FPA host Terry Bradford-Crane, MBA, CFP®. 

Course Information
Date Presented:
February 26, 2020 2:00 PM Eastern
Length:
1 hour
FPA Member Price:
Free
Non-Member Price:
$19.00
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