Webinar Registration

Streamline your Financial Planning Process
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, February, 1
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ET
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60 minutes
Sue Chesney
Sue Chesney, CFP
Co-founder Planning Zoo

What You'll Learn

Are you tired of spending hours inputting data into financial planning software and want to refocus on what really matters – providing high touch advice to your clients? Planning Zoo makes it easy for you!

Please join Sue Chesney, CFP and co-founder of Planning Zoo, to…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Financial Experts Network subscribers.

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What You'll Learn
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Webinar Description

Are you tired of spending hours inputting data into financial planning software and want to refocus on what really matters – providing high touch advice to your clients? Planning Zoo makes it easy for you!

Please join Sue Chesney, CFP and co-founder of Planning Zoo, to learn how their outsourced data entry services save advisors time and money. Learn how to utilize outsourced options to input data, migrate financial plans from one software program to another, and train your new hires on the ins and outs of financial planning.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.