Global Activities

PlanPlus is a proud patron of the XIIth International CIFA Forum in Monaco. The event will be held from Apr. 23-25. Zoltan Luttenberger will Co-Chair Association Day on Apr. 25 while PlanPlus President Shawn Brayman speaks about New Trends in Financial Advice.

Shawn, Zoltan, and two additional PlanPlus representatives will attend the FPA International Community Gathering Berlin from Apr. 27 to 28.

Shawn Brayman will attend the FPA Retreat in Miami Florida.

Virtual Training - Next Class begins May

Our next Virtual Training Class will take place in May. Dates will be announced soon. Each class is made up of three 2 hour sessions scheduled to run within a 3 week period. Classes fill up quickly so don't miss your chance to attend. Click here to find out more and to register.

PlanPlus Planit Video Demonstations

Not sure if PlanPlus Planit is right for you? Click here to watch a demonstration and find out how this powerful planning tool can fit into your business.

Click here to view a demonstration of some of the more advanced investment planning features of PlanPlus Planit. This video includes an introduction to product selection, setting up favourites lists and creating preferred portfolios: all time saving features when making recommendations to clients on the tactical implementation of their strategic portfolio.

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