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PlanPlus Inc.

PlanPlus Inc. is a Canadian firm that provides wealth management and financial planning software solutions to financial services firms worldwide. PlanPlus has become a world-recognized firm with its ground-breaking software PlanPlus Web Advisor, and industry leading training and service offerings. PlanPlus has users in North and South America, the Caribbean, Asia and Europe. Customers include major banks, stock brokers/investment firms, insurance, credit union, mutual fund and financial planning firms in 9 countries around the world. PlanPlus is a Canadian company established in 1990. It is privately owned and located in Lindsay, Ontario.

Webcasts
July 13 - Introduction to Web Advisor for the USA (12:00pm EDT)
July 21 - Introduction to Web Advisor
August 18 - Introduction to Web Advisor

Please click on the following link to register.
Register Now

Cross Canada Training
PlanPlus is holding Web Advisor training workshops at specified locations across Canada. Take a look at our Cross Canada Training Schedule to find a location near you (workshops are based upon a minimum of 20 trainees).

Workshop 1 - Introduction (Assessing Client Portfolio & Life Planning)
Workshop 2 - Advanced Web Advisor (Integrated Planning, Professional Corporations)

Conferences
Oct. 1-3 - PlanPlus will exhibit at the Institute of Advanced Financial Planners (IAFP) Symposium in London, Ontario. Shawn Brayman will speak about "Navigating the Perfect Storm".s
Oct. 10-13 - PlanPlus will exhibit at the Financial Planning Association's FPA 2009 Conference in Anaheim, California

The PlanPlus Lunch and Learn Series

PlanPlus is committed to providing our subscribers with ongoing learning opportunities in order to give them a clearer knowledge and understanding of Web Advisor. The PlanPlus Lunch & Learn Series is an educational opportunity providing advisors with information on one specific Web Advisor topic each week. We are committed to providing our users with a more focused training experience. Two different series are broadcast on alternate weeks.

The Lunch & Learn Basic Track is designed for newer subscribers, focusing on how to navigate Web Advisor, create plans and run reports. The Advanced Track is for planners who have already mastered Web Advisor basics and want more in depth planning ideas to help them develop their practices.

Lunch & Learn sessions begin at 11:30 am EST every Wednesday. The webcasts run approximately 20-30 minutes long and are followed by a short Q&A session.