Exciting Times! I'm speaking at the IOUG Conference in May, my presentation is called "Financial Planning Risk Management and Automation". I'm speaking from 3:15-4:14pm on May 6th, which is on Wednesday, so I hope that you can attend.
Here is an abstract of what I'm talking about:
When building a financial planning system, it is important to use strategies of risk management and plan out ways to automate system maintenance. These strategies include dealing with the problems of data reconciliation, system maintenance, business process mapping, and people issues. These strategies can be used not only on new systems, but also on existing systems, to help ensure the long-term success of the financial planning system.
My husband and I have our own business. I have been searching for the best company for orlando financial planning and retirement for us. Any suggestions on who is the best?
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