The Everplans team is on the road this September and coming to a conference near you!
Fresh off of a successful trip to Park City for Orion Advisor's Fuse 2016 Hackathon, where we won "Best New Financial Planning Integration," we're turning right around and heading out again. Below is our schedule for the month. Please reach out and connect because we'd love to meet you.
FPA BE: We'll be sponsoring the FPA Annual Conference in Baltimore. Look for Everplans in Booth 55 as well as on the new Tech Deck!
NAIFA 2016: We'll be exhibiting at NAIFA's annual conference as well, come find us at Booth 524!
We'll be exhibiting at XY Planning Network's XYPN 2016 in San Diego from 9/18-9/21.
Around the same time as XY, we'll also be across town exhibiting at Bob Veres' Insider's Forum. Look for the Everplans table!
Finally, we're heading the California coast on September 21st to the eMoney Summit in Dana Point, CA!