Event Registration - Association of Divorce Financial Planners
ADFP East/Central Support & Development - July 2022
7/8/2022 - 7/8/20228:30 AM - 10:00 AM EST
Event Description
Please join us for a special meeting this month. Many of us spend a lot of time sorting through the documents our clients share with us to extract necessary information. Well, we are in for a treat… Mary Salisbury will guide us through a discussion on how she captures, categorizes and analyzes client data and cash flow and uses Ocrolus to help.