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 monthly 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.

March 28 11:00 AM PST - Using LivePlan's Benchmark feature-set

April 25 11:00 AM PST - Lean Planning using LivePlan's Pitch feature

May 23 11:00 AM PST - Using LivePlan's Dashboard for Management Reporting

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


LivePlan Method Resource Guides:

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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.