clearPATH University
Tue, Oct 16
|Holiday Inn Hotel & Suites
Join us for a 2-day workshop to learn how to expertly utilize the clearPATH Online software through case studies and discussing with other advisors on how they use it in their practice. Also, get a detailed look at our upcoming variable annuity analysis tool, clearPATH Optinuity.
Time & Location
Oct 16, 2018, 1:00 PM – Oct 17, 2018, 3:00 PM
Holiday Inn Hotel & Suites, 1380 Virginia Ave, Atlanta, GA 30344, USA
About the event
In-Depth Training for the clearPATH Online software
How clearPATH Online differs from our previous software and why its results are more usable and informative
Training on new features in the software, such as the Personal Risk Assessment Scores
Intensive training using actual case studies and learn how to present a recommended plan to the client
Ideas on investment product implementation and other management strategies and how to position them within clearPATH Online
Hear from successful advisors already using clearPATH Online and how they apply it within their practice
Tickets
1 Attendee with Hotel Room
$495.00
Sale ended1 Attendee, No Hotel Room
$395.00
Sale ended