“First Step Training Series” Webinar Part 1
This webinar series is open to First Step Licensees and members of their firms only. There is no fee to participate.
PLEASE NOTE: THIS IS A TWO-PART SERIES. YOU WILL AUTOMATICALLY BE REGISTERED FOR BOTH SESSIONS.
The “First Step Training” webinars will enhance your understanding of the cash flow management concept, discuss the ways in which the Financial Life Planning approach and First Step complement one another, and provide you with guidance around introducing and using the system with your clients.
The “First Step Training” Webinar Series consists of two 90-minute training webinars. There is time between the sessions to allow you to complete homework and gain hands-on experience with the First Step Cash Management System™.
This training is a benefit of the First Step Licensing Agreement and is open to all members of First Step licensed firms. We highly encourage all First Step Licensees and any members of their team who are using the software to complete the training. The “First Step Training” webinar series is facilitated by MQ Vice President, Amy N. Mullen.