Plan Builder - EnterAct
In response to requests from many of the professional users of Plan Builder software we are offering workshops to enhance and expand the benefit that the system delivers to the practice.
This one day workshop will cover all elements of Comprehensive Financial Planning - from Client Engagement and Fact-Finding, through Analysis and Projections, to Recommendations, Monitoring and Service.
Plan Builder Training preformatted agenda developed for users.
The leader and instructor for this program will be David A. M. Stitt, CLU, ChFC, CEP, CFP®, RFC® who has been actively involved with Plan Builder development and training for 8 years. Recently David acquired all rights to the software from CCH and Lifegoals and has joined with Financial Planning Consultants to continue and enhance the software’s powerful features and benefits to the financial advisor customers. David has 32 years of financial planning experience and also developed the ProPlan financial planning software program in the 1980s.
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