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Think before you buy: Assessing your technology needs

Edward Skelly, CLU, ChFC

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When was the last time you evaluated the technology in your practice? Skelly explains how to assess your existing technology and addresses the benefits - and requirements - for implementing various upgrades or changes. Before you make any technological investments, use this session to find out which hardware and software products are most appropriate for your needs and what steps you need to take to transition to a virtual office, go paperless or improve overall efficiency.

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