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Unlock the Power of Simpler, Stronger Forecasting Part 2

When: Wed. June 26th, 11:00 AM Pacific

Register here!

Description: Building on the success of Part 1, join us for another FREE, one-hour LIVE session where we dive deeper into LivePlan’s latest features designed to level up your client’s financial forecasting!

Here’s what you’ll learn in part 2:

  • Expanded Forecasting Features: Take your forecasting to the next level (and beyond!).
  • Best practices using AI in your forecast 
  • Best practices for conducting monthly, quarterly and annual reviews

Plus, we’ll be revealing even more! – come ready with YOUR questions! Space is limited and this is a unique opportunity to ask LivePlan experts directly, so register today!

*More training dates will be added. Please check back regularly for an up-to-date schedule.

Previous Ask our Experts Anything webinar

Part 1: Power of Simpler, Stronger Forecasting

Discover how LivePlan’s newest features can transform your financial planning, and get answers to your most pressing LivePlan questions directly from the pros.

Watch the recording to explore topics like:

  • Master the New Context Window: Gain quick financial insights in minutes.
  • Effortless Data Import/Export: Upload and download financials with ease using CSV files.
  • LivePlan Guide: Stay on track with our essential new guide.
  • Expanded Forecasting Features: Take your forecasting to the next level.
 

Growth Planning Basics (Session 1)

 

Growth Planning Applied (Session 2)

 

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