You're invited to a complimentary 2 hour power lunch with Tamarac
Topic: Learn how Tamarac’s new integrated portfolio

management suite can give your firm a competitive edge.
Please join us for a complimentary two hour power lunch. We’ll cover some of the best practices Tamarac consultants are seeing from the hundreds of RIAs using Tamarac’s rebalancing and portfolio management software to run their practice more efficiently.

Additionally, hear live testimonial from a local firm using Tamarac and how it has helped their firm to compete in today's environment.

Over lunch we'll cover:
  • Three strategies to gain a competitive edge
  • A brief overview of Tamarac’s new integrated portfolio management suite, Advisor 9
  • Live client success story from a local RIA using Tamarac

> Click here for more information and to register online. Or call us at 888-638-4806.

Agenda

11:00 - 11:30PMBest practices in making your firm more competitive
11:30 - 12:00PMDemo of Advisor 9
12:00 - 12:15PMLunch served
12:15 - 12:45PMLive case study from a firm using Tamarac
12:45 - 1:00PMQ&A