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Presenter: Rosie Jurgutis | Manager, Customer Success | Conquest

Based on advisor feedback, we are revamping our Conquest offering to accommodate your growing needs. Starting Monday, June 19, both our plan types and our plan packages will be simplified, making it easier for you to provide valuable financial strategies to your clients. Our next session can help you understand the platform and pricing changes.

Join us on June 22, 2023 for Conquest’s Introductory Showcase with Rosie Jurgutis, Manager, Customer Success at Conquest Planning, who will do a beginners walkthrough of the Conquest Planning software and answer your questions.

No CE Credits, No PDUs