Register now for one of our weekly live demos / onboarding workshops of LivePreso Advice

Your onboarding session:
‍This will be a walkthrough session where you follow along to set up your LivePreso trial and make your first client document ("preso").

To make sure everything goes smoothly, please remember to do the following before the session:

Sign up for a 2-week free trial of LivePreso.
Have the following ready:

Your practice's logo (in an image file, eg: .png, .jpg. gif)
(Optional) A high-quality image for the front/back cover of the preso
At least one client to make a preso for. It can be a real or demo client, but they should have relevant data for an ROA in either IPS or WealthSolver.

First name *Last name *Email Address *Company *Webinar type *

Demo date *

Onboarding date *

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Thanks for registering for our webinar.

You will receive an email confirmation from us, as well as an email from Zoom containing the calendar invite.

We look forward to seeing you there.

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