There is limited seating for this full-day session delivered by Warren Mackensen, CFP. The session will cover the full range of Advantage features, with special emphasis on creating static and dynamic groups, marketing pipeline management, importing money balances and portfolio values, creating custom reports, email archiving, Outlook synchronization, managing Required Minimum Distributions and setting up workflow processes. There will be time for specific questions.

Location:  Holiday Inn Hotel and Conference Center, Long Beach Airport, 2640 Lakewood Blvd., Long Beach, CA 90815  

Date:  Tuesday, May 13, 2008

Time: 9:00 a.m. to 5:00 p.m.

Lodging Information: If you need lodging for the night of Monday, May 12, 2008 please call the Holiday Inn directly at 562-597-4401. Ask for the ProTracker Software rate of $149 plus tax. This rate is subject to room availability and will be withdrawn on Sunday, March 16^th. After March 16^th, current rates will apply.

Schedule for 00-7 Advantage Classroom Training, Long Beach, CA

Part 1: Getting Started and learning your way around. The Home screen. Adding a task, note, and appointment. How to access Help (~18 minutes)

Part 2: Contacts and Clients. Using the Note, Task, or Work Flow Libraries to more efficiently manage your practice. (~29 minutes)

Part 3: Groups, Mail Merges and Reports (~19 minutes)

Part 4: Document Management, Archiving Email and Synchronizing with Outlook. (~24 minutes)
---Updated 12/2006---

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Every user of Advantage has their own Home screen that reminds them of upcoming appointments and tasks, as well as documents that are awaiting their review. Every user may also set their own options for how Advantage will behave for them. (15 minutes)
---Created 04/2006---

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Adding a single contact using the Add a Contact dialog. An explanation of basic contact data. (15 minutes) ---Created 1/2007---

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Adding a family of contacts using the Contact Wizard. Using contact data to create envelopes and mail merges. (14 minutes)  ---Created 3/2007---

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Importing a batch of contacts from a spreadsheet. (17 minutes) ---Created 3/2007---

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Adding an appointment and reviewing the appointment fields (first 5 minutes of tutorial).
Discussing calendar views and calendar options. Adding holidays to the calendar. (remaining 20 minutes of tutorial)
---Created 3/2007---

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How to add a Task, Note or Workflow to the Library and why. How to assign a Task, Note or Workflow to the Library. (~14 minutes)  ---Created 4/2006---

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This tutorial includes a copy of the database WorkflowSampleData.mdb, which is discussed in the 04-3 tutorial on the workflow library.  After the file is downloaded, listen to the tutorial, which will explain how to use the workflows in the WorkflowSampleData.mdb database file. 

This tutorial is of interest ONLY to those who began using ProTracker prior to June, 2006. If you began using ProTracker Advantage after June 2006, then you already have these workflows in your database.  (11 minutes)  ---Created 07/2006---

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Part 1 of this 2-part tutorial shows adding a tax-deferred asset for a client and calculating RMD for the asset using Advantage's RMD Calculator. Entering a withdrawal for the asset is also shown. (8 minutes) ---Created 06/2006---

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Part 2 of this 2-part tutorial takes a global look at RMD for all clients who are required to take distributions. The RMD Wizard is taught, as well as using the Global RMD screen. The overview of RMD in the Help file is referenced for more information on RMD.  (8 minutes) ---Created 06/2006---

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Learn the types of groups and how to create each type. Learn to use keywords to define a dynamic group's criteria. Two Holiday Card groups are created. (~28 minutes)  ---Updated 09/2006---

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In this tutorial, a dynamic group is created and used to do a Merge to Word. The merged document is saved to Document Management and a record of the communications is saved and linked to the merged document. Touch Option groups are discussed. Labels are created using Word. (~16 minutes)  ---Created 2/2006---

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Where Merge to Word may be accessed in Advantage. Where to store your templates to access from various Advantage screens and by all Advantage users. (~16 minutes)
---Created 12/2005---

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Use your choice of one static group or two dynamic groups to create and maintain your holiday card recipient list. Using the list, create sheet labels or custom envelopes. (~18 minutes).  ---Created 11/2006---

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Learn how to set up document management and access your client, contact and group documents in Advantage using Document Explorer. Scanning and linking documents are covered as is finding documents and linking documents to Estate Planning, Insurance, and Asset records. (~19 minutes)  ---Created 3/2006---

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Learn how to archive email messages from Outlook to Advantage for all contacts whose email address entered in Advantage on the Contact Profile matches the email address in an Outlook message. Learn how to view a contact's email messages from within Advantage. (15 minutes)  ---Created 05/2006---

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Learn how to create and edit custom reports using the report builder. (~22 minutes)
---Created 03/2006---

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Laser App is form-filling software that may be accessed from an Advantage Client or Contact profile. A standard Laser App form (any of hundreds that may be downloaded by Laser App) may be populated with client or contact information from the Advantage database. (~3 minutes)  ---Created 03/2006---

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Worldox is a paperless digital document management software system that may be accessed from within ProTracker Advantage using Trumpet Software's Virtuoso. This tutorial demonstrates the interface (~4.5 minutes).  ---Created 07/2006---

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Learn how to keep track of your prospects and monitor their progress toward becoming clients. Set up marketing campaigns, view conversion rates and referrals lists, and produce a prioritized report of active prospects. (20 minutes) ---Updated 5/2007---

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If the standard courses don't seem to meet your needs, contact Customer Support to design one or more hour-long web casts on a topic or topics of your choosing. ($100/hour, one hour minimum)

Schedule for 99: Custom