Lisa Germano, JD, CPA, CGMA App is a smart mobile tool for financial advisors, CPAs, and other retirement professionals who want to grow their businesses with retirement plans. App features include a resource library, sample illustrations, and a simple form for requesting a free plan design for a client. App users can also click or call to be connected with a retirement plan expert at Lisa Germano.
Lisa Germano, JD, CPA, CGMA app, you can...
- Submit a proposal for more information
- View events in your area
- One-Click access to sales help
- Sales tools at your fingertips
- And so much more…
- iPod Touch