DALLAS, Sept. 13, 2011 (GLOBE NEWSWIRE) -- David Drucker and Joel Bruckenstein, producers of the 7th Annual "T3" Technology Tools for Today(TM)Conference to be held at the Hilton Anatole in Dallas, Texas, Feb. 16-18, 2012 today announced the preliminary conference agenda.
"We are very excited about ways technology providers are stepping up with cutting-edge solutions to real-world issues that advisors loose sleep over," said David Drucker, CFP. "This year we have the opportunity to introduce some fascinating topics that few could have dreamed of just a few years ago. One is managing macroeconomic risk and a new breed of software that helps advisors determine the probability of catastrophic external events and their likely impact on client portfolios."
Another new technology the conference is seeking to cover is the use of avatars in financial planning; this is a new science of virtual aging that shows clients what they'll look like in the future. According to Drucker, researchers are finding that when individuals are able to "see" themselves in the future they are better motivated to save.
"We'll also be looking at financial planning around the world," adds Joel Bruckenstein, CFP, "and expanding on topics we have touched on in the past, such as tablets and iPads. We'll be discussing social media archiving and systems to aid in compliance. There will be a case study on the use of a Web-based document management system and we'll look closely at the contractual ramifications of operating fully in the cloud. As always, we'll be including sessions that cover 'what's new' in financial planning, CRM, document management, desktop portable management systems, and rebalancing.""We're going to offer the attendees the opportunity to participate in round tables for networking purposes in lieu of attending breakout sessions in one of the time slots," adds Drucker. "We've found that conference attendees have much to offer each other, not just in terms of networking, but also as far as sharing experiences and best practices. We hope that the new format will transform the experience from one of viewing discussions to participating in them.
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