Join Lauren Williams, CFP®, CRPC®, MBA, Co-Founder and Financial Advisor at ProsperPlan Wealth, as she shares how making PreciseFP the centerpiece of her tech stack has brought order to chaos. Get tips, tricks, and best practices. Bring your questions!
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Lauren Williams
CFP®, CRPC®, MBA
Co-Founder and Financial Advisor, ProsperPlan Wealth
