Did you know that we record ALL our webinars? That's right! Every. Single. One. Catch a listing here of some of our most popular and recently recorded sessions from the prior month:
On-Demand Training Webinars
- New User Orientation
- Using the Tax Report 2.0
- Slide Deck - All About Scenario Analysis & Range Calc.
- Understanding Range Calc.
- Holistiplan P&C Webinar
- Spectrum Group infographics
- P&C Sample Report
Support How-to Webinars
- Modeling Roth Conversions in Holistiplan
- Modeling Business Income in Holistiplan
- Modeling Capital Gains in Holistiplan
- Modeling Rental Income in Holistiplan
- Modeling Equity Compensation in Holistiplan
- Spreadsheet - Modeling Charitable Gifting in Holistiplan
- Modeling State Taxes in Holistiplan
Most Recent Webinars for Month of October (not listed above)
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Sink or Swim: Unlock Critical Insurance Knowledge for Storm Protection
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Connecting Clients with Charity: The Latest Research on Donor Advised Funds by Dan Heist