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Fueling Financial Wellness with an Integrated Technology Platform

Session Speakers
Session Description

In this session, learn how to drive the financial wellness conversation with your clients through the extensive technology available on the Tamarac platform.  Through system integrations, we will demonstrate how to utilize the tools on our platform to deliver financial wellness and positive growth to your invested clients.

Seating for this session is at capacity, however standing room is still available.

Additional Information
Showcase Stage Presentation
30m
Session Schedule