If you're a subscriber to Social Security Timing®, Tax Clarity®, or SmartRiskTM, we would love to hear your feelings about the software. Recently, Bob Veres and Joel Bruckenstein created a survey of all of the software programs in the financial planning space. We would really appreciate it if you would consider completing the survey.
The 10-minute survey is easy to complete.
Simply identify what tools you're using and rate them on a scale of 1-10, with ten being the best.
Click one box for the program(s) or services you use in each category and move on to the next category.
If you don't use any software in a particular category, just move on to the next one.
You will get a copy of the full report, when Bob and Joel have compiled all the data and written their own corresponding observations. Bob and Joel will also be delivering their initial observations during a tag-team presentation at the upcoming T3 Conference in January 2019.
Lauren is a content marketing enthusiast with a love for storytelling - on camera, in writing, and through others. She has a robust communications background that includes: public relations, content creation, internal communications, digital marketing, and copy editing. Driven and motivated, Lauren holds a bachelor's degree in English and is an avid reader.