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clearPATH University

Tue, Oct 16

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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.

Registration is Closed
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clearPATH University
clearPATH University

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 ended
  • 1 Attendee, No Hotel Room

    $395.00

    Sale ended

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Contact

2346 Wisteria Drive, Suite 210

Snellville, GA 30078

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Tel: 866-972-5680

Fax: 678-974-3277

info@betavest.com

Hours: M-F, 9am-5pm ET (closed all major US holidays)

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