Host a Builder Suite Workshop
Hands On Workshop for Practice Builder – One-day agenda to involve you fully in the techniques and practices of full utilization of Practice Builder. You and your staff will operate the system on your own laptop computer(s).
Practice Builder's Workshop covers the latest features available with the latest version - Accounts Window & Report, Import Wizard, Export Wizard, Document Searching, the Top Ten Report, Customizable Tab Names, use of Excel Spreadsheets, and Global Email. A 29 point check list of items will be covered during the course. You will leave with a handbook of helpful hints and answers to the 37 most frequently asked questions.
Hands On Workshop for Plan Builder - One-day workshop will cover all elements of Comprehensive Financial Planning - from Client Engagement and Fact-Finding, through Analysis and Projections, to Recommendations, Monitoring and Service.
Learn how to use the powerful Plan Builder software program to:
The Host will receive:
One “free” registration for each five paid Attendees
Additional attendees - $175 per person per day
The Host simply provides:
Meeting space - with a minimum seating of five more than you will use for your "free" attendees
Continental Breakfast - 8:30 am
Lunch arrangements delivered - Noon
Mid-afternoon Break - 2:30 pm
Trainer including all travel expenses
Workbooks and handouts for each attendee
We will promote the workshop to Builder Suite Clients and Prospects. The advertised cost for the workshop will be $395 per person per day (full rate) and additional staff members will be billed $175 per person per day.
Bring your own Laptop for Hands On Workshop
As a host of a Builder Suite Workshop, we will work with you to confirm the best date to conduct the event. You will receive one “Free” attendee for the workshop for each five paying attendees. You can also send additional staff members for a registration fee. We will marketing the workshop to other clients of the software and obtain additional attendance to the session.
We reserve the right to cancel the workshop with seven-day notice.
Minimum required full rate paid attendance is five.
Contact us today to discuss scheduling a workshop. 800 666 1656
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