2011 Technology Recap
Posted on October 1, 2011 by garrett in Technology
The Garrett Planning Network has had some great Technology webinars this year! Here’s a brief summary of those calls to date: January – We had a special guest, Linda Lubitz Boone, from IPS AdvisorPro. Linda provided a great overview of the IPS AdvisorPro tool, including features and benefits, sample investment policy statements (IPSs) created [...]


