Objectives

• Learn how to quickly and easily transform your data into sophisticated reports and graphs, presenting actuarial, charitable, and intra-family wealth transfer planning techniques all in one environment. Additionally learn how to generate professional, customizable, and easy-to-read flowcharts, graphs, and reports in order to visually guide your clients through various planning scenarios. Course includes hands on computer training.

Topics

• Navigate through the ViewPlan software
• Set up user preferences
• Instantly generate multiple estate planning scenarios
• Review proposed estate plans and provide dynamic visual presentations of each plan
• Present various scenarios and view changes within scenarios
• Quickly generate and transfer techniques without creating an entire estate plan
• Enter basic financial information only once using Quick Plan
• Embellish reports with explanations and custom notes
• Set up and view calculation audit trail

Attendees

• New users to ProSystem fx ViewPlan
• 15-attendee limit

Formats
(Click link to schedule)

• Multi-client Training (MTS) (Web-based) complimentary

CPE

• None

Prerequisites

• Read Policies