Webinars and Resources

Recorded on Wednesday 8/6/2025 - Watch the replay here

Description: The LivePlan team introduces the evolution of the LivePlan Financial Forecasting Master Class training.

In the past, this was a deep-dive, multi-hour virtual event packed with hands-on exercises, expert guidance, and collaborative working sessions. It was immersive, it was intensive—and it worked! But we’ve heard your feedback: not everyone can step away for several hours at a time, and deep learning doesn’t always happen in one sitting.

So we’re breaking it down and building it back up—into something more flexible and more accessible for you.

In this preview webinar, you’ll get:

• A first look at the new MasterClass format
• A walkthrough of updated topics, tools, and exercises
• Insights into how you (or your team) can implement the training
• Tips for integrating this into your advising, instruction, or business-building work

Whether you're an advisor, instructor, or ecosystem builder, this is your opportunity to learn how LivePlan’s training is evolving—and how you can continue to level up your skills and impact, on your own schedule.