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On demand Webinar, Webinar

User Spotlight: Lauren Williams’ PreciseFP-Powered Tech Stack

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

Nora_PFP_PropserPlan_Webinar_Jan2025

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