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.