Category Archives: Tour Itinerary

FPPad Tech Tour: We forgot one thing!

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After living out of Marriott hotels for three weeks on FPPad Tech Tour, we forgot just one thing on our entire trip!

Big thanks to TownePlace Suites Harrisburg West/Mechanicsburg by Marriott for finding the little guy and returning him to his owner!

And don’t forget to donate to the Foundation for Financial Planning to support their pro-bono financial planning efforts across the country. inStream Solutions is matching your contributions dollar-for-dollar up to $8,000 in 2015!ffp donate now button

FPPad Tech Tour: Leaving Richmond for Washington DC

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Steve Biermann (L), Bill Winterberg (M), and PIETech CIO Tony Leal (R) along with the company of chickens

Steve Biermann (L), Bill Winterberg (M), and PIETech CIO Tony Leal (R) along with the company of chickens

We had a wonderful time visiting the PIETech campus outside Richmond, VA. While on location filming a conversation with PIETech CTO Tony Leal, we had a few guests photo bomb our set. “Hey, do you guys need any extras?” Now we’re off to Washington DC to connect with more influential personalities in financial services technology, including Michael Kitces and inStream Solutions.

FPPad Tech Tour: Moving on to Richmond

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Blane Warrene (L) and Bill Winterberg (R) enjoy an ice cold lemonade on a hot day in Durham, NC

Blane Warrene (L) and Bill Winterberg (R) enjoy an ice cold lemonade on a hot day in Durham, NC

We had a wonderful time catching up with Blane Warrene at the vibrant American Tobacco Campus in Durham, NC. I mean, who doesn’t love an ice cold lemonade on a hot day?!? Now that a new day is upon us, we’re headed up to Richmond, VA to connect with MoneyGuidePro to learn more about the stories behind their business and their people.

FPPad Tech Tour: Coming to Raleigh, NC

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Next up on the FPPad Tech Tour itinerary is a stop in Raleigh, NC. We pull into Raleigh after lunch on Wednesday and are connecting with Blane Warrene, a well-respected speaker and writer who covers compliance, marketing and technology in financial services. Warrene was the co-founder of Arkovi Social Media Archiving which was acquired by RegEd in 2012. He also is co-founder of QuonWarrene with Neal Quon, a business that advises financial advisors and financial institutions on a variety of technology topics. We’ll leave Raleigh on Thursday morning to make our way to Richmond, VA, so be sure to follow the #fppadtechtour hashtag on twitter for our latest updates from the road! And don’t forget, at every stop along the way, we’re asking everyone we meet to support the Foundation for Financial Planning and make a contribution of any size to support their pro-bono financial planning efforts across the country. ffp donate now button

FPPad Tech Tour: Coming to Charlotte, NC

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Where are we headed for the first stop on FPPad Tech Tour?

We’re on our way to Charlotte, NC to connect with LPL Financial where we’ll be speaking with LPL Financial CIO Victor Fetter early Tuesday morning.

Then we’re off to the new baseball stadium in downtown Charlotte to meet Anthony Valente, Vice President of Business Development at Portfolio Pathway.

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