Virtual Desktops For Financial Advisors

Virtual Desktops For Financial Advisors
Craig Pollack
04/10/15 4 PM EST
Live CPA IWI
Program Id: 153102771
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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.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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