Webinars
Master your wealth portal journey.
Our interactive webinars feature product updates, live demos, real-time Q&A and tips from our in-house experts.
What’s new at myprosperity (20 mins)
Audience: myprosperity Partners
Summary: Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar. Missed one? Catch up here.
What’s new at myprosperity (20 mins)
Audience: myprosperity Partners
Summary: Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar. Missed one? Catch up here.
Training: New tax preparation form & tax reporting (12:00pm AEDT, September 22)
Audience: myprosperity Partners
Summary:
Karen will be revealing the new tax preparation form, including how to set up tax tagging and run reports on tax return items.
Training: What’s new at myprosperity (12:00pm AEDT, September 29)
Audience: myprosperity Partners
Summary:
Stay informed on all the latest news in our industry and developments to the portal in our monthly webinar hosted by CEO, Stephen Jackel.
What's New at myprosperity (July)Stay informed about what’s trending in the Advice industry, enhancements to portal features and myprosperity stars who are championing technology in this latest webinar by Stephen Jackel, CEO of myprosperity.
What's New at myprosperity (June)Join CEO, Stephen Jackel for an update on the latest product features and developments to the wealth portal in this end of financial year webinar.
What's New at myprosperity (May)Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar.
6 most improved features in myprosperity with Chris RiddJoin Chris Ridd as he takes us through the 6 features in the wealth portal that have improved significantly and helped provide better insights into his financial position.
What's New at myprosperity (April)Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar.
Business just got personal: Go multidisciplinaryJoin Peter McCarthy as he takes us through why finances professionals can be collaborating in one place to achieve their clients’ financial goals.
Client preparation: COVID-19 Wealth KitJoin myprosperity CEO Stepen Jackel as he takes us through what is included in the COVID-19 Wealth Kit which is now available to all wealth portal users. This webinar will have a particular focus on preparing your senior clients for the challenging times we’re experiencing.
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