NaviPlan Pre-Conference Training Day by Advicent Solutions - Part 2

9:30 AM - 11:00 AM

Bringing your Recommendations to Life

This session will demonstrate taking the next steps with a financial plan. Specifically, time will be spent on how to model customized scenarios to solve for client shortfalls. After creating these solutions, time will be spent on generating dynamic reports as a “call to action” for clients.

Advicent, developer of the NaviPlan®, ProfilesTM, and Figlo® financial planning applications, has partnered with NAPFA to offer complimentary training on NaviPlan, the industry's most powerful planning software. Sessions are complimentary and available to both conference attendees and users within the surrounding area. Training is flexible; attendees may register for any (or all) sessions. Participants are encouraged to bring their laptop and NaviPlan credentials. For those who are not current customers - they will be provided with trial access for the day. If you have additional questions, please contact Michelle La Greca, Director of Strategic Relationships at Advicent, at (414) 312-9328.

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