Learning Circle is a live training community designed to help users of PlanPlus get the most out of our software. The sessions are also designed to inform and educate financial professionals of recent developments of interest in financial planning.
PlanPlus Learning Circle is held bi-weekly on Thursdays. The webcast sessions is 30 minutes in duration.
Sessions begin at 12pm Eastern/9am Pacific and 1pm Atlantic.

  • Click Here to view upcoming featured topics.
  • Browse our library to view previous sessions. 
  • Email a suggestion for a future session!