Spring User Group Meeting – A Big Success

Based on numerous reports from the attendees, the Spring User Group meeting, held from May 16th to May 18th, was a great success.  The meeting provided an excellent forum and idea exchange for the next release of the Impact products in PlanLab.  We also launched Ready-2-Retire, our exciting new iPad-ready product.  Developed in conjunction with LIMRA, Ready-2-Retire offers game-changing technology for advisors and their clients.  See the promotional video on our Homepage for a guided tour.   

Save the Date – Spring User Group 2011 Set for the Charlotte Westin

It is official.  The Spring User Group Meeting will be held in Charlotte from May 16th to the 18th.  This year’s meeting will be held at the Westin Hotel in the uptown financial district.  The hotel is within walking distance to many of the most interesting parts of the city.

The new extension of the estate tax law will be high on the agenda.  We will demonstrate the estate tax law changes and other enhancements in our software tools.  In addition, the Spring User  Group Meeting is a great way to network with industry leaders.

For details on the Spring User Group Meeting, contact John Lensi, Vice President of Sales.  John can be reached at 704-927-3234 or by email  john.lensi@impact-tech.com.

Fall 2010 User Group Meeting in October

We are planning an exciting event in Charlotte, NC.  The location is the Ballantyne Resort and Conference Center.  This location is very convenient to the Charlotte/Douglas International Airport.

The meeting will continue the successful three day format that was introduced at the Spring User Group Meeting in South Beach.  The meeting will start on Monday the 25th and finish at noon on the 27th .

This is a Great Opportunity to:

• See the new enhancements to Impact’s software
• See the new Training & Education support tools
• Provide feedback on future software enhancements
• Network with industry leaders

Contact John Lensi for more details to reserve a spot!
phone: 704-927-3234
email: john.lensi@impact-tech.com