Webinars and Resources

LivePlan Demo

Best Practice Video Library

View our Best Practice library for recorded webinars and receive credit towards your Expert Advisor certification renewal.

Best Practice Live Webinars

Live sessions offered on topics relevant to Strategic Advising.

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.

Summer Break

We are taking June, July, and August off from our Best Practice series. Best Practice sessions will resume on 26-Sep-2019.

Our video library has a variety of great recorded content, so please check there for advisory topics. See the link above.

Please complete this survey to help us plan the subject matter for our Fall and Winter series.

September 26, 2019, 11:00 AM-12:00 PM PDT: Mapping in LivePlan for flexible forecasting and reporting

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

Special Event - Client Advisory Services Bootcamp

3 days of deep training + resources for your firm + 15 CPE

October 2, 3, 4, 2019 in Eugene, Oregon

Learn more about the event here


LivePlan Method Resource Guides:

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.