News
NAPFA Conference: Discount for EISI clients
It’s not too late for NaviPlan and Profiles users to get the early-bird discount for NAPFA’s Technology Tools for Today conference in Miami Beach, from
January 18 – 20.
Visit the NAPFA 2007 Technology Tools for Today Conference page for conference details and to register at a special rate of $249 – that’s $150 off the regular registration fee.
EISI Workshop: Cutting-edge development in NaviPlan and Profiles software
Join us at a pre-conference workshop on January 18, from 1:00 to 5:00 p.m. to learn how financial planning software is evolving to meet the needs of advanced planners. You will get the inside track on recent and upcoming enhancements to NaviPlan and Profiles financial planning software, including:
- Retirement distribution planning features
- Online and offline capabilities
- Advanced planning concepts
- Client presentation updates
