Webinars and Resources
Note: Please use the same email for webinar registration and LivePlan account usage. This ensures you receive credit for the courses and that we can communicate with you effectively.
LivePlan Advanced Master Class Preview: Financial Forecasting
Description: Thinking about attending our Financial Forecasting Master Class in November? Join us for a 30-minute webinar to learn more about LivePlan’s upcoming training opportunity!
Our advanced Master Class on Financial Forecasting will give you the knowledge and resources you need to build forecasts in LivePlan that start simply and provide immediate value. During the Nov. 3rd live, half-day event you’ll learn how to use assumptions and business rules to create forecasts for your clients, how to use the forecast as a management tool each month, and how to keep it updated and accurate.
This webinar will feature a preview of the Master Class content, an in-depth look at our agenda, and the opportunity to ask any questions you may have before attending! Remember, seats are limited for our Nov 3rd Master Class, so don’t hesitate to reserve your spot!
Can’t wait for our next webinar? View our past webinar recordings here.
*More training dates will be added. Please check back regularly for an up-to-date schedule.
Move beyond budgeting and into forecasting
Forecasting, cash planning, and reporting
More Free Training Videos
Get our Resource Guides for Strategic Advising
Want additional assistance?
We will email you our free LivePlan Method resource guides which include steps, scripts, and tips to engage your clients. Request this email by submitting this form.