Free, Live Product Demos
 |
|
 |
| |
Learn which program is best for you
EISI offers the broadest selection of financial planning software. We’ll help you determine which program is best for your practice. Attend a live, Web-based session to talk to a financial planning professional or download a recorded demo. |
|
|
|
Attend a live demo
NaviPlan Standard
 Wednesday, December 3 10:00 AM CT
NaviPlan Extended
 Thursday, December 4 10:00 AM CT
Profiles Forecaster
Thursday, December 11 10:00 AM CT
Profiles Professional
Thursday, December 18 10:00 AM CT
|
|
 |
|
 |
| |
|
|
 |
| |
See retirement distribution planning features in action
EISI’s in-house expert, Cliff Skrdlant, will show you how retirement distribution planning features in NaviPlan and Profiles can help you win more business and build more profitable client relationships. |
|
|
|
Attend a live demo
Profiles Professional
Thursday, October 23 10:00 CT
NaviPlan Standard
Thursday, October 30 10:00 CT
|
|
|
|
 |
| |
|
|
 |
| |
Gain industry insights in a free online seminar
Dennis Gallant, president and founder of research and consulting firm GDS, offers valuable insights into today’s retirement market opportunities. Learn how you can prosper in this environment. |
|
|
|
Attend a webinar
Challenges Facing Retirees Today with Dennis Gallant
Thursday, November 13 10:00 CT
View topics |
|
|
|
 |
|
How to participate
Once you have registered, WebEx will email a meeting invitation to you that provides you with the required login information and participation instructions.
If you are new to WebEx, please join the event 15 minutes prior to the start time to allow for the related WebEx browser extensions to download. Existing WebEx users, please join the event 10 minutes prior.
If you experience any difficulties with the WebEx session, please contact the WebEx support team at 1-866-779-3239.
|
Products & Solutions
