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.

On April 14th, Larry Bowen joined PlanPlus as the new Vice President of Operations. Larry brings superb project management skills, and operational experience with clients and data centers to the team. We are looking forward to working with Larry and welcome him on board.

For more information, please click here.

As a sponsor of the 42nd Kawartha Sci-Tech Fair 2008 held on Saturday, April 5th, 2008 at I.E. Weldon Secondary School in Lindsay, PlanPlus would like to congratulate Graham Batty (L.C.V.I.) for his project "Left? Or Right? – Lateral Dominance in Cats".

Graham is the winner of the 2nd annual PlanPlus Technology Award for the Best Use of Computer Technology at the Science Fair. We would also like to congratulate Graham on his advancement to the Canada Wide Competition in Ottawa from May 10-18th.

Sammi Manderson (Dr. George Hall P.S.) also advances to Ottawa for her project entitled "Salt and the Sustainable Environment".

Congratulations and Good Luck to our Finalists!

RECENT NEWS

• Larry Bowen joins PlanPlus as VP Operations (Apr. 08)
• Investment Executive Article - How to move to a client-focused practice (Apr. 08)
• Investment Executive Interview - New Method offers Alternative to Monte Carlo (Apr. 08)
• Financial Planning Software Now Available for Students in Malaysia (Mar. 08)
• Journal of Financial Planning Article - "Beyond Monte Carlo Analysis: An Algorithmic Replacement for a Misunderstood Practice"
• more...

Conferences and Presentations

Shawn Brayman will be a speaker at the CIFPs 6th Annual Conference – 2008. Shawn will be presenting "Beyond Monte Carlo Analysis: A Replacement for a Misunderstood Practice". The conference will be held at the Walt Disney World Resort in Orlando, Florida from May 4-7th.

CURRENT & UPCOMING EVENTS

Webcasts
Next Webcast – May 20th
Creating the Perfect Practice

Due to seating limitations you MUST register to reserve your space. Please click on the following link to register.
Register Now

The PlanPlus Lunchtime Learning Series

PlanPlus is committed to providing our users with ongoing learning opportunities in order to give them a clearer knowledge and understanding of the Web Advisor. The PlanPlus Lunch & Learn Series is an educational opportunity providing advisors with information on one specific Web Advisor topic.

The Lunch & Learn Series has a new look and schedule beginning March 5th. We invite you to join us! This year we'll be providing a more focused training experience for both new and existing Web Advisor users. Two different series will broadcast on alternate weeks throughout 2008.

The Basic Track is designed for newer subscribers, focusing on how to navigate the 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.

English Lunch & Learn sessions will now begin at 11:30 am EST. The webcasts run for approximately 15-20 minutes and are followed by a short Q&A session.

French Lunch & Learn sessions will also be offered on a bi-weekly basis. Planners interested in registering for the French Lunch & Learn Series should contact supportfrancais@planplus.com for dates and times.

Register Here
2008 Schedule

Participants find the Lunch & Learn sessions to be informative, refreshing and useful. Participants are provided with information that can immediately be put to use in their practice. Here are some of their comments:

"I am relatively new to the PlanPlus program and have found the Lunch and Learn sessions really helpful in learning how the various modules function within the software and contribute to the final plan. In addition the biweekly sessions are designed to be only about 30 minutes from start to finish which is generally something you can fit into your busy day."

Robert Gardner, B. Comm., CFP
IPC Investment Corp
Burlington, Ontario

"I enjoy participating in the lunchtime learning sessions because they highlight specific areas of the software that may be overlooked while preparing a plan. I like the format of the sessions as well, and the length (not too long)."

Jon Knutson, BA, DiplT (Fin Mgt), CFP
Financial Planning Assistant
Rogers Group Financial

"It's a quick refresher course to reinforce what we should already know. Knowledge is key to our success - reminders how to use the tools at hand is good therapy."

Judy Watt
Lighthouse Money Management

"I appreciate the opportunity of taking part in the lunchtime learning series... has been a valuable use of my time. They are informative, well presented and provide an opportunity to pose questions on timely topics as well as an opportunity to provide feedback and topics of interest through their quick and well thought out post session survey. Well worth the time... Thanks."

R.Todd Munroe, CFP
FOCUSfirst Financial

"I looked at many software programs before deciding on PlanPlus. One of the criteria was having ongoing and assessable training and support. The lunchtime series sessions are part of that package. They are helpful not only in understanding the methodology, but the situations that arise that are transferable to my clients."

John Crisp, CFP