Category Archive: Technology

2011 Technology Recap

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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 …

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