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6/15/17 Pershing Insite in CA: Jen joining panel on Integration is the Key to Delivering Optimized, Digitized and Ultimate Experiences

Our Jen Goldman, CFP ® and Founder of My Virtual COO, will join other panelists for a discussion of Integration is the Key to Delivering Optimized, Digitized and Ultimate Experiences

The panel will include a presentation and open discussion about:

The Future of the Digital Experience

Key considerations and differentiators

How Execute your Integration Strategy

If your firm custodies at Pershing, you can ask your Pershing Relationship Manager about Pershing Insite.

 

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