Webinar Recap: Create Quick Plans in Goal Planner

Being short on time doesn’t decrease your ability to create a high-quality plan for your clients. In this session, we walked through how to efficiently deliver an impactful plan using basic facts and Goal Planner.

Additional Resources

• Goal Planner Interactive User Guide
• Setting Goals in the Client Portal
• Set Yourself Apart with Interactive Planning

Looking for more training opportunities?

Check out how you can register for our upcoming Master Series webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your April Training Opportunities here.