Don Duncan delivered a technology presentation at the NAPFA West conference which was held on September 10-12 in Portland, Oregon. The presentation focused on helping new NAPFA members leverage technology to make a smooth transition into the fee-only planning business. Don shared some of the technological advances D3 Financial Counselors has adopted to increase security and improve overall efficiency.
- Savant Capital Management Expands Chicago Footprint through Partnership with D3 Financial Counselors
- IRS Releases Updated Form W-4 and Withholding Calculator
- Asset Sale vs. Stock Sale of a Business – What’s the Difference?
- Don Duncan Attended and Spoke on a Panel at the 4th Annual Private Wealth Midwest Forum
- Umbrella Liability Insurance
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