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Bill Winterberg CFP®

@BillWinterberg

Helping independent financial advisers find technology solutions to deliver efficient and effective financial planning services.

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All set for today's #aicpapfp webinar starting in 5 minutes.

Best Practices for Using an iPad begins in 30 minutes! #NAPFAConnect

If you didn't get your question answered in our session, we're in the social media lounge right now. #schwabimpact

The Managing Client Profitability panelists. L-R S Slater, C Bean, R Kelly, T Callan, & J Stets. #schwabimpact

A few photos of Schwab & Bartitomo. #schwabimpact

A few photos of Schwab & Bartitomo. #schwabimpact

Finally here! #schwabimpact

Unexpected package in my PO Box this morning! Thank you! cc:

Mine is the one in the train conductor outfit. #trickortreat

Ready to go! I think this session might cost some planners $500 in a new iPad purchase #NAPFAPMI

Tracy Beckes giving the #NAPFAPMI attendees a lesson in making a one page business plan.

Up next, hosting the "Beam me up, Scotty!" discussion at #NAPFAPMI

Here's demoing Asset Dedication's reports on an iPad at #NAPFAPMI

Richard Henry of Millennium Consulting Group presenting on B.O.O.M. (big opp., outbound mktg). #NAPFAPMI

Ready for day two of #NAPFAPMI with .

The t-shirt getting visibility at DFW today: 2 TSA agents & a random traveler stopped to ask questions.

Finally getting to the thank you notes I've been intending to write!

On the monorail out to Mud Island!

Saving my marriage (at the Apple Store).

delaware children's museum has a whole section on saving money.

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