In addition to our regular Wednesday online training classes, we have added a class dedicated to Silver Online! The Silver Online training is held on the Tuesday’s before our regular Wednesday Silver Financial Planner class.
Our online training classes rotate between our professional financial planning software programs:
- Silver Financial Planner – The Silver class covers the program settings, streamlined data input, interactive features of the What-If™, and an overview of the reports.
- Easy Money – This class provides a walk-though of the Easy Money reports, which include education, retirement, insurance, estate planning and more. Learn how to track though the report numbers using the audit trail feature.
- Golden Years – This class is aimed to help you understand the detailed cash flow, retirement, and tax analysis available in the Golden Years reports. Learn to breakdown the numbers easily and quickly by using the audit trail.
- TOTAL Planning Suite – Easy Money and Golden Years share data input through the TOTAL Planning Suite. The TOTAL Planning Suite overview class covers the program settings and data input required to run the Easy Money and/or the Golden Years reports.
The training classes are held every Wednesday at 1:00 PM Pacific Time (with the exception of the new Silver Online training held on Tuesday). The classes held via online meeting where you will view the teachers screen and listen in. The classes are about an hour long and cost $35 to attend.
Expect to learn a lot about the program is a short time! The classes are a great way to start if you are new to using the programs or if want an in-depth look at the programs before you purchase. If you are interested in attending a class, view the training class schedule and learn more by visiting our Online Training page.