WealthCounsel National Conference-Symposium 2017

The annual WealthCounsel National Conference-Symposium is taking place from October 3-6 in Hollywood, California. This legal and financial event is the premier conference for estate planning and elder law attorneys.

Look for Ruby’s pink and blue on the expo floor—you’ll find us in booth #227. Stop by to explore what Ruby can do for attorneys and financial planners, our sophisticated mobile app, and how we integrate with a number of legal cloud-based applications. We’re thrilled to be attending this year and can’t wait to meet you!



Financial Planning Association Annual Conference

The FPA Annual Conference is one of the largest annual financial planning conferences. This 3-day conference attracts over 2,000 attendees from the global financial planning community. This conversation will include insights from the Journal of Financial Planning, a competitive track, and a fantastic selection of keynote speakers.

We’re so excited to be attending #FPAConf17 this year! You can find Ruby Receptionists at booth #618 in the Expo Hall—be sure to stop by and say hi!