Join us for live Webinars
Registered software users are invited to these free FreshPlan events.
Creating a new Financial Plan
Wednesday, June 8, 2022 | 1:00 – 2:00 pm EDT
Client Data, Workflow and Retirement Planner Overview
Using a sample client file, we’ll take a look at the data entry process of FreshPlan, how to customize your workflow, and an introduction to the Retirement Planning Module.
Templates & Modules
We’ll create a plan using templates and modules and add, delete and move modules and infographics to create a custom plan. You’ll learn how to create your own templates to streamline your workflow.
After participating in this webinar you’ll have a better understanding of FreshPlan and how you can implement the software into your practice.
Retirement Planner Overview
Tuesday, June 14, 2022 | 1:00 – 2:00 pm EDT
We’ll create a robust client and spouse/partner retirement plan that considers income needs, investments, income in retirement. Learn how to create various scenarios.
In addition to the Accumulation and Distribution tables in the Retirement Planner, we’ll take a brief look at the other supporting tables that illustrate details of investment growth and withdrawals. Each table can be included in the Retirement report, depending on your needs.
You’ll have a better understanding of FreshPlan best practices and how you can implement the software into your practice.
If you have questions about the webinar, connect with us. Or, if you are unable to join in, but are interested in the topic, let us know.