By
Jeff Goodnow
•
Aug 10, 2021
In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac's Union UMA.
Advisors need to facilitate dynamic, ongoing planning conversations that can shift as quickly as life does. Join us as the team explores our solution, including:
Data Gathering Workflows
What-Ifs Capabilities
Client View
Performance Reporting
Document Vault
Mobile App
We hope you enjoy and follow us on this journey!
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Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.
Potomac Fund Management ("Potomac") is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page. Potomac does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Potomac website or incorporated herein, and takes no responsibility for any of this information. The views of Potomac are subject to change and Potomac is under no obligation to notify you of any changes. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal to any historical performance level.
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