Financial Planning Consultants


   

This class is held on Wednesday from 8:00 am to 6:00 pm.

  • Input Methods & Screens
  • Key Codes, Preferences, Action Dates, Templates and Filtering
  • Review
  • Global Processing Uses
  • Marketing Methods & Discussions
  • Review Marketing & Action Steps
  • Seminar Module Entering & Running
  • Written Evaluations

    

Note:  Breakfast: We will have coffee, juice, bagels, donuts, yogurt and fruit available every morning.  Lunch: “On your own” - ask us about dining establishments nearby.

 

Please ask if you have any other needs or for further information contactCharlotte Isbell or 800.666.1656 ext 13

 

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