Agenda
New in Profiles Professional v8.0
Using a sample client, an EISI Representative will walk you through the exciting new features in Profiles Professional v8.0. This Live Web-Based Training session will cover the following topics:
- Options available when using new and existing client cases
- New features available for asset allocation
- Performing current year income tax analysis
- Entering individual assets with multiple holdings
- Understanding the new liabilities page
- Understanding asset distribution assumptions
- Performing a reallocation of your current asset allocation
- Changes to the output pages
Length: 60 minutes, followed by Q&A
Enroll for a free, Live Web-Based Training session
| |
What's New in Professional v8.0 |
| |
|
Thursday, February 21, 2008 @ 1:00 PM CST |
| Register Now | |
| |
|
How to participate
Once you have registered for a WebEx session (via the Register now link in the table above), WebEx will automatically email you a meeting invitation. This invitation provides you with a unique Web address and password that enables you to join the WebEx session you have selected.
Ten minutes prior to the start of your session,
Click the Web address link; the Meeting Start page opens.
Click Join Now to be added to the online session, and then follow the additional call-in instructions to join the teleconference portion of the session.
|
New WebEx users
Please allow about 15 minutes prior to the start of your session for the related WebEx browser extensions to download. You’ll be asked to type in your name and email address, as well as the WebEx session password. |
If you experience any difficulties with the WebEx session, please contact the WebEx support team at 1-866-779-3239.
|
:
: Home
