Dave Drucker and Joel Bruckenstein Announce Preliminary Agenda for T3 Technology Conference in 2012

Sessions will Address Pressing Concerns and Provide Innovative Solutions for Financial Advisors

Dallas, TX – September 13, 2011 – David Drucker and Joel Bruckenstein, producers of the 7th Annual “T3” Technology Tools for Today™ Conference to be held at the Hilton Anatole in Dallas, Texas, Feb. 16-18, 2012 today announced the preliminary conference agenda.

“We are very excited about ways technology providers are stepping up with cutting-edge solutions to real-world issues that advisors loose sleep over,” said David Drucker, CFP®. “This year we have the opportunity to introduce some fascinating topics that few could have dreamed of just a few years ago. One is managing macroeconomic risk and a new breed of software that helps advisors determine the probability of catastrophic external events and their likely impact on client portfolios.”

Another new technology the conference is seeking to cover is the use of avatars in financial planning; this is a new science of virtual aging that shows clients what they’ll look like in the future. According to Drucker, researchers are finding that when individuals are able to “see” themselves in the future they are better motivated to save.

“We’ll also be looking at financial planning around the world,” adds Joel Bruckenstein, CFP®, “and expanding on topics we have touched on in the past, such as tablets and iPads. We’ll be discussing social media archiving and systems to aid in compliance. There will be a case study on the use of a Web-based document management system and we’ll look closely at the contractual ramifications of operating fully in the cloud. As always, we’ll be including sessions that cover ‘what’s new’ in financial planning, CRM, document management, desktop portable management systems, and rebalancing.”

“We’re going to offer the attendees the opportunity to participate in roundtables for networking purposes in lieu of attending breakout sessions in one of the time slots,” adds Drucker. “We’ve found that conference attendees have much to offer each other, not just in terms of networking, but also as far as sharing experiences and best practices. We hope that the new format will transform the experience from one of viewing discussions to participating in them.”

The conference will be preceded by a day of pre-conference sessions and, as in years past, an Ethics program will be offered, through which attendees earn 2 hours continuing education.

For conference registration, sponsorship application and additional details, visit T3’s website, www.TechnologyToolsForToday.com. Follow the T3 Community at www.Twitter.com/t3fan. Watch a series of short videos from past T3 Conferences and read other important information at www.T3Conference.blogspot.com.

Platinum Plus Sponsors:

TD Ameritrade Institutional

Laserfische

Tamarac, Inc.

Advent Software

Media Partner:

Financial Planning magazine

Platinum Sponsors:

Portfolio Director / Scottrade Advisor Services

Morningstar, Inc.

Gold and Silver Sponsors:

ActiFi, Inc.

Advisor Websites

Advisors Assistant

BOSS – Back Office Support Service Inc.

Concenter Services (XLR8)

Grendel/BigBrain Works

Junxure

MacroRisk Analytics

Mobile Assistant

MoneyGuidePro

NetDocuments

NRS

Orion Advisor Services

Redtail Technology, Inc.

Rockit Solutions, LLC

SMARSH

Total Rebalance Expert

Trumpet, Inc.

Trust Company of America

Your Silver Bullet

Marie Swift

Impact Communications

913 649-5009

mswift@impactcommunications.org

ABOUT THE T3 AND THE TECHNOLOGY TOOLS FOR TODAY™ BRAND

David J. Drucker, MBA, CFP®

Under the banner of “Drucker Knowledge Systems,” David J. Drucker, MBA, CFP®provides the benefit of his more than 25 years of experience and research to other members of the financial services industry.

He is the co-author of The One Thing... You Need to Do As Told by the Financial Advisory Industry's Top Coaches, Consultants and Visionaries (The Financial Advisor Literary Guild, 2005), Tools & Techniques of Practice Management (The National Underwriter Company, 2004) and Virtual Office Tools for a High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Press, 2002). He is also editor of T3: The Newsletter.

Drucker writes on technology and practice management issues for financial advisors as a columnist or contributor to Financial Advisor and Financial Planning magazines. He recently resigned from monthly columnist duties for www.MorningstarAdvisor.com so that he could spend more time writing white papers, editing the T3 Newsletter and producing the T3 Conference.

Joel P. Bruckenstein, CFP®, CMFC

Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, is the Publisher of T3: The Newsletter. He frequently contributes articles to other financial planning publications including Financial Advisor Magazine and Financial Planning Magazine. For many years, he was the Senior Technology Editor at www.MorningstarAdvisor.com.

Virtual Office Tools for a High-Margin Practice, Bruckenstein's practice management and technology book co-authored with David Drucker, has garnered universal praise from industry experts. The duo's second book, Tools and Techniques of Practice Management which was published by National Underwriter Company in 2004, has also received good reviews.

Bruckenstein's expert opinions have appeared in The Wall Street Journal, The New York Times, Business Week, The Baltimore Sun, The Washington Post Investment Advisor Magazine, Investment News, Gannett Newspapers, and the New York Daily News, Kiplinger's Retirement Report, the Journal of Financial Planning and other publications.