This class is designed for Financial Advisors who want to learn how to integrate and optimize Outlook, Word, and mobile access to stay productive, compliant, and connected—whether you’re in the office or meeting clients in the field. This session will walk you through setting up and using Maximizer with Microsoft Outlook and Word, followed by best practices for using Maximizer on your smartphone.

Agenda:

• Setting Up and Using the Outlook Integration
• Setting Up and Using the Word Integration
• Using Maximizer on a Smart Phone

Time:

120 minutes, with time for questions

Class Code: FSE-EU-201