I know this all too well. #financialplanning

Officially underway here at In|Vest 2020's #InVest19. Are you in attendance? Check out our demo of NaviPlan at 10:40 AM EST and stop by the @Advicent booth over the next couple of days to say hello!

Judges comments on @Advicent demo of #Retirement planning: - Like going deep on retirement phases & how spending changes. - It’s not your grandfather’s Naviplan! - I liked the tech options for delivery. Scores: 9.0, 8.0, 8.5 #Invest19

My thoughts and prayers go out to the entire @ENVintel team, the Bergman family and the loved ones of the others that passed. We lost one of the greatest minds and biggest hearts in our industry yesterday. Jud and Mary will be sorely missed.

RIP Kobe Bryant. A legend gone too soon. Prayers for all those lost in today's tragedy.

So proud of our All Star team.

Couldn't agree more with the summary of points in this McKinsey & Company study about wealth management in the next decade. #chchchchchchanges

I mention the team at @advicentcoo a lot. Great planning technology matched by its top notch professionals. Don’t miss them at #T32020

Please keep Molson Coors Beverage Company and those affected by today's tragic event in your thoughts and prayers. #milwaukeestrong usatoday.com/story/news/nat…

#MilwaukeeStrong

Our latest version of NaviPlan includes changes to retirement saving with the #SECUREAct, updated tax calculations, dynamic reporting graphics, and client report improvements. Learn more: advicent.smh.re/0Sr

Especially in these times, we are incredibly proud of our volunteers from team @Advicent! Yesterday this group helped out at the Hope House food pantry here in our Milwaukee community stocking food for those in need.

Advicent stands in support of the financial advisor community. Together, we play a critical role in calming investors during these uncertain times. lnkd.in/dEWSjEJ

Today, we are proud to announce that Advicent is now a part of InvestCloud Inc., the global leader in cloud-based financial digital solutions. Learn more:

The Wisconsin Parkinson Association mission is to provide hope, community, support, and resources for people with Parkinson’s and their loved ones. Please consider joining us on July 30th to support our mission and gain valuable information. Kate Brew…lnkd.in/d8-Zpar

The Milwaukee Bucks are CHAMPIONS OF THE WORLD!!

Heads up for my WI friends - The Wisconsin Parkinson Association is seeking a new Exec Director. Check out the opportunity here. jobs.localjobnetwork.com/j/59170881