This event is part of our Practice Management Series.

The use of cloud-based resources is still new for most financial services firms. While the data security and regulatory issues seemed like deal breakers just a few years ago, most firms have found them much easier to deal with than anticipated, and regulatory agencies are quickly adapting around the use of public cloud-based platforms. Indeed, many firms report more secure and more compliant systems through the use of public clouds, and this will only improve over time.

In this roundtable, Luisa Russoman of BoxMeta, LLC will lead a discussion helping to define the Cloud, explore the benefits and risks of using Cloud services, and what to watch for when choosing Cloud providers.

About the Roundtable
As the financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. From leveraging technology to buying and selling your practice. From crafting your unique value proposition to driving more referrals to your business.

These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.