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Join us for Assessing Your Financial Planning Strategy (Part 1) on Thursday, May 20, at 12:00 p.m. ET
Register NowIn this session, we reviewed how to model a client’s stock options—importantly, where to verify that they’re functioning properly and how to set alerts for key dates. We also covered data entry efficiencies, essential reports, and client alerts.
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 February Training Opportunities here.
