May 09, 2007
Case Study at National Advisors Trust Annual Conference
Warren Mackensen will present a case study detailing how National Advisors Trust and ProTracker Advantage were able to solve the wealth transfer issues for a $4.5 million client.
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October 18, 2007
Successful Practices Panel
Warren will be one of three all-day panelists at the NAPFA Northeast/Mid-Atlantic Region Conference in Hartford, CT. Warren will cover accounting systems, client acquisition, systems integration, client administration, and the prototype of the ProTracker billing module.
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May 13, 2008
ProTracker Advantage Classroom Training in Long Beach, CA
ProTracker Software offers a full day of live training for Advantage users.
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May 14, 2008
NAPFA National Conference
May 14-16: NAPFA's Annual National Conference in Long Beach, CA
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July 31, 2008
Garrett Planning Network Annual Retreat
Jul 31-Aug 2
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September 03, 2008
ProTracker Advantage Classroom Training in Denver, CO
A full day of ProTracker Advantage classroom training in Denver prior to NAPFA West.
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September 04, 2008
NAPFA West 2008 Conference
Sep 4–6: The NAPFA West Conference in Denver, CO.
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September 11, 2008
ProTracker Advantage Classroom Training in Stamford, CT
ProTracker Software offers a full day of live training for Advantage users prior to the FPA Joint Regional Technology Conference.
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September 12, 2008
FPA Joint Regional Technology Conference in Stamford, CT
Technology Trends for 2008 & Beyond: How to Work Less & Make More!
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September 22, 2008
ProTracker Advantage Classroom Training in Atlanta, GA
ProTracker Software offers a full day of live training for Advantage users prior to the Schwab IMPACT Conference.
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October 04, 2008
FPA National Conference in Boston
Oct 4-7: The FPA National Conference
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October 22, 2008
NAPFA’s Integrating People + Process + Technology
Oct 22-24: Conference in Las Vegas
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November 10, 2008
NAPFA Northeast/Mid-Atlantic Conference in Hershey, PA
Nov 10-14:
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November 10, 2008
ProTracker Advantage Classroom Training in Harrisburg, PA
A full day of ProTracker Advantage classroom training in Harrisburg prior to NAPFA Northeast/Mid-Atlantic Conference.
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June 03, 2009
NAPFA National Conference, National Harbor, MD
ProTracker will be attending the Conference.
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July 07, 2009
ProTracker Advantage 6.0, The Fastest, Most Powerful Release Yet
New in Version 6, create and manage projects intuitively by combining workflows into a project. Discover our new E-Z Payment Plan for first-time customers.
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September 30, 2009
E-Z Payment Plan Ends on September 30!!
First-time customers purchasing ProTracker Advantage between now and September 30, 2009, may purchase in four easy payments.
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February 17, 2010
Advantage Classroom Training in San Diego
A full day of ProTracker Advantage classroom training in San Diego prior to the Technology Tools for Today (T3) Conference.
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February 18, 2010
2010 Technology Tools for Today (T3) Conference in San Diego
The fifth annual T3 Conference will take place in San Diego from February 18-20, 2010.
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April 21, 2010
FPA Connecticut State Conference
ProTracker Software, Inc. will be exhibiting at the 2010 FPA Connecticut State Conference.
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May 05, 2010
NH Society of CPAs
CPAs in the New England states are well-advised to attend this two-hour Information Security Program (ISP) seminar to learn about software solutions to protect personal information.
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October 01, 2010
2010 FPA Joint Regional Technology Conference, New York City
Warren Mackensen will be speaking on the CRM panel entitled: "CRM Options: Desktop, Web-based or Cloud."
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November 03, 2010
NAPFA Northeast/Mid-Atlantic Conference - Boston
Essential elements to help financial advisors implement a thorough Information Security Program (ISP) will be presented.
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February 16, 2011
Technology Tools for Today (T3) Conference
The sixth annual T3 Conference will take place in Weston, FL, February 16-19, 2011.
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March 03, 2011
FPA Business Solutions 2011 Conference
ProTracker Software will be exhibiting at the FPA Business Solutions 2011.
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March 31, 2011
ADV Part 2 Format Change Deadline
Advisors must have implemented the required format changes in the Form ADV Part 2.
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May 17, 2011
 Advantage Users Group - Salt Lake City
Warren Mackensen will host a Users Group meeting the afternoon before the NAPFA National Conference. Deadline to RSVP is May 6th.
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May 18, 2011
2011 NAPFA National Conference, Salt Lake City, Utah
ProTracker will be exhibiting at the Conference.
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October 24, 2011
2011 NAPFA Practice Management & Investments Conference - Brooklyn, NY
Join us in Metro NYC for an exciting time in the Big Apple.
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October 27, 2011
2011 Garrett Planning Network Annual Retreat - Denver, CO
We will demonstrate ProTracker Advantage to the growing Network of advisors.
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