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planning-fundamentals-icon  Planning Fundamentals Workshop

Learn the fundamentals for entering data in the fact finder, creating comprehensive financial plans, and how to incorporate interactive planning tools into your planning process.

In this one day course, we'll examine a practical client case from start to finish - including:

  • Identifying the key facts and efficient strategies for data entry

  • Modeling the client's current situation and what-if scenarios

  • Applying the Goal Planner to help clients visualize their goals

  • Demonstrating the impact of recommendations with Decision Center

  • Validating data with reports

  • Building customized and professional presentations

  • Presenting plans to clients


  • $200 per seat 

  • Breakfast and lunch provided

  • Duration: 1 Day, 8:45am-3:30pm

View Agenda

Workshops Currently Available:

  August 22 - Charlotte, NC

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  September 5 - Jersey City, NJ

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  September 19 - Austin, TX

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  September 20 - Radnor, PA

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  September 24 - San Diego, CA

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  September 26 - Boston, MA

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  October 24 - Lombard, IL

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