Webinar Recording: LivePlan 101 Forecasting, Cash Planning and Reporting for Advisors


Watch this webinar recording and see how LivePlan works for forecasting, reporting and strategic advising.

In this recording you will see how to use LivePlan:

  • to help your clients make spending decisions and understand their profitability
  • to provide meaningful monthly reporting and advice

We’ll also show how you can offer LivePlan strategic advising as a regular part of your advisory services, and the bundled services we recommend.


Here are a few resources that will cover the basic information:

Visit our Best Practice Library for additional training webinars designed to help you learn how to use LivePlan, implement practices and strategies in your advisory practice, and keep you informed on the latest new features.

We upload new webinars each month, so make sure to check often for new content! You can also sign-up to attend live webinars here.

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Kathy Gregory
Kathy Gregory
Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.
Posted in Strategic Advisor Webinars