View source for Hollis Wealth:Training Opportunities

To assist you in learning more about '''WealthPlanner+''', a series of WebEx sessions were schedule.  If you were not able to attend one or more of the live presentations, you may view these sessions at your convenience by clicking on the links below.  We hope you find these sessions valuable and informative!  Note:  Links will be posted immediately following live sessions.


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'''Training Opportunities''' 
! Description of Session 
! Comments
! Length
! Date Originally Presented
! Workbook Download
! Video Link 
|- 
| '''An Introduction to WealthPlanner+
*  Professional Level 1 
*  Future Integration
*  Upgrade Benefits to Professional Level 2 or 3
| View this session if you want to find out if WealthPlanner+ could provide value to you and your clients. This session will demo the key features of the system so you can make an informed decision.
|  45 Minutes 
|  October 3rd 2013
|  [http://www.planplus.com/presentations/virtualTraining/Dundee/IntroB&WHandout.pdf Handout]
|  [https://adobeformscentral.com/?f=LkUPb6MWQ7LAtTqK74LyUg View Presentation]
|- 
| '''Modular Goal Planning in Professional Level 1
*  Building a modular Retirement Strategy for your clients 
| This session will give you the knowledge you need to start using the Modular goal process flows right away.   
|  2 Hours 
|  October 10th 2013
|  [http://www.planplus.com/presentations/virtualTraining/Dundee/ModularGoalPlanning.pdf Modular Planning Workbook]
|  [https://adobeformscentral.com/?f=gMKLi3hZ97t0%2AhPf4-eoTw View Presentation]
|- 
| '''Investment Management Strategy with Professional Level 1
*  Creating an investment management strategy for your clients using an Investment Policy Statement
*  Incorporate implementation action steps that identify exactly what needs to take place to put your investment management strategy into place.
| In this session you’ll learn about the investment management features in the system.  
This will include integration to Morningstar and an introduction to the advanced investment planning component. 
|  2 Hours 
|  October 17th, 2013
|  [http://www.planplus.com/presentations/virtualTraining/Dundee/InvestmentManagement.pdf Investment Management Strategy Workbook]
|  [http://form.jotformpro.com/form/51675838325969  View Presentation]
|- 
| '''Learn More about Upgrade Benefits
*  Life Planning
*  Cash Flow Based Planning
*  Estate Planning Features
*  Review Process
| Your initial access to '''WealthPlanner+''' is at Professional Level 1.  If you believe you may benefit from upgrading your access to Professional Level 2 or 3, this session will give you a more in-depth understanding of the benefits and costs to determine your next steps.
|  1 Hour
|  October 24th, 2013
|  [http://www.planplus.com/presentations/virtualTraining/Dundee/WealthPlanner+UpgradeBenefits.pdf Handout]
|  [https://adobeformscentral.com/?f=2EXCRVmkVo8Ad9Kp1iQEmA View Presentation]
|- 
|- 
| '''Dataphile WealthPlanner+ Training 
*  Client Integration
*  Dataphile
| Your access to '''WealthPlanner+''' also includes Dataphile Integration.  This integration allows you to import a client into '''WealthPlanner+''' in a few easy steps.  
|  Approx 30-40 minutes
|  Posted when available
|  [http://www.planipedia.org/index.php/Hollis_Integration_Process Dataphile ]
|  Link coming soon
|- 
|- 
| '''Dataphile WealthPlanner+ Training 
*  Importing a Previously Entered in Client
*  Dataphile
| There are times where you might have entered in your clients manually into '''WealthPlanner+''', maybe as a prospect or the client just was not available on the Dataphile system.  This training document will assist you on how to import the client from the Dataphile Integration when the client already exists on the '''WealthPlanner+''' .    
|  One page document
|  N/A
|  [http://www.planipedia.org/index.php/Hollis_Wealth:Dataphile_Import_Existing_Client Existing Client ]
|  N/A
|- 
|}

[[Category:Hollis Wealth]]