Attend this webinar to learn the following crucial ideas about Virtual Desktops for Financial Advisors, including:
• Virtual Desktop versus Remote Desktop – what’s the difference?
• Who should move to a virtual desktop? Who should not?
• What to expect after you move
• Typical practice management benefits and issues in an RIA
• Using a virtual desktop with web apps as well as desktop apps
• The A4A - FPA Technology virtual desktop for advisors
Craig Pollack has been a trusted technology consultant to financial advisors for over 25 years. FPA Technology Services, his firm, ensures business systems and network infrastructure are secure and sensible. Pollack has built FPA into a leading managed service provider to RIAs in Southern California and has partnered with A4A to create and train advisors across the nation on leveraging virtual desktops in professional practices.
This webinar is eligible for IMCA® CE and PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.