NaviPlan Pre-Conference Training Day by Advicent Solutions - Part 3
1.5
Pre-Conference
10/12/2016
12:00 PM - 1:45 PM
Advanced Analysis: Diving into Estate, Business Planning, & Taxation
Ready to take your NaviPlan skills to the next level? This session will dive into the most advanced functionality NaviPlan offers. During this session, detailed scenarios surrounding Estate Planning, Business Planning, and Advanced Taxation will be modeled and discussed.
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.