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.

• PlanPlus Chooses Morningstar Global Fund and Equity Data for Web Advisor Platform
• 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)
• more...

Sept. 18 – Novinsoft Annual Conference, Waterloo, ON
Shawn Brayman will present "Income Replacement vs. Expense Based Life Insurance Calculations".

Sept. 21 – 24 – Worldsource 2008 National Conference, Whistler, BC
PlanPlus will exhibit at this year’s conference.

Sept. 29 – Oct. 1st – IFP: Annual Conference & Exhibition 2008, Bristol, United Kingdom
PlanPlus will exhibit and on Sept. 30th Shawn Brayman will speak about Challenges with Financial Planning. The conference will be held at The Celtic Manor Resort.

Oct. 4 – Oct. 7th – FPA Boston, MA, USA
PlanPlus will exhibit at the Financial Planning Association’s Annual Conference.

Oct. 16th – National Bank Financial Regional Meeting, Quebec City, QC
PlanPlus will exhibit at the meeting.

Oct. 20th – 3rd Annual Top Advisors Investment Strategies Symposium, Vaughan, ON
Shawn Brayman will provide advisors with a 60 minute presentation entitled "Sensitivity or Insensitivity Analysis of Client Needs?". The symposium will be held at the Toscana Conference Centre.

Oct. 21st – National Bank Financial Regional Meeting, Montreal, QC
PlanPlus will exhibit at the meeting.

Oct. 22 – 24th – NAPFA Practice Management and Technology Conference, Las Vegas, Nevada, USA
The conference will be held at Bally's Hotel. PlanPlus will exhibit and on Oct. 23rd Shawn Brayman will speak about "Challenges with Financial Planning" .

Oct. 23rd – National Bank Financial Regional Meeting, Toronto, ON
PlanPlus will exhibit at the meeting.

Nov. 6 – National Bank Financial Regional Meeting, Vancouver, BC
PlanPlus will exhibit at the meeting.

Nov. 6 – 7th – International Managed Money Conference, Canary Wharf, England
PlanPlus will exhibit and Shawn Brayman will present "Beyond Monte Carlo Analysis".

Nov. 10 – 11th – PFS National Conference, Birmingham, England
The Personal Finance Society will hold it’s annual conference at the International Convention Centre (ICC). PlanPlus will exhibit and Shawn Brayman will present "Beyond Monte Carlo Analysis".

Webcasts
September 9th - Creating the Perfect Practice
September 16th - Introduction to Web Advisor

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

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 the Web Advisor. The PlanPlus Lunch & Learn Series is an educational opportunity providing advisors with information on one specific Web Advisor topic.

Our NEW FALL SCHEDULE will begin September 3rd and we’re inviting all Web Advisor subscribers to join in! We are committed to provide our users with a more focused training experience. Two different series will broadcast on alternate weeks.

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

Upon the completion of each webcast, participants will be sent a short survey questionnaire for completion. All participants completing the survey will automatically qualify for a chance to win a $30 Gift Certificate from Amazon.ca. This draw will take place at the end of each month.