The StockOpter® Insight training program consists of a recorded webinar conducted by Bill Summers, CPA, CFP, MST, on how to use StockOpter® Insight to help clients make timely and prudent diversification decisions.

AGENDA:

• The stock option planning process
• Concepts included in the Personalized Option Profile Report
• Monitoring the Client's Option Portfolio
• Program Functionality

COST:

• $75.00 if purchased with the software (free delivery via download)
• $150.00 if purchased separately
• $25.00 shipping and handling for a media CD

TO ORDER CALL:

(877) 728-5964