If you haven't seen LivePreso before, there will be a general demo at the beginning of the session.

There will then be a few minutes where we pause and allow anyone who wants to sign up for the free trial to do so, before we move onto the hands-on walkthrough.

If you know you want to participate in the walkthrough, to make sure everything goes smoothly, please remember to do the following before the session:

1. Sign up for a 2-week free trial of LivePreso.
2. Have the following ready:

• Your practice's logo (in an image file, eg: .png, .jpg. gif)
• (Optional) A high-quality image for the front/back cover of the preso
• At least one client to make a preso for. It can be a real or demo client, but they should have relevant data for an ROA in either IPS or WealthSolver.

If you believe you might want to participate in the walkthrough after seeing the demo, you can sign up during the session but it would be best if you have items in the second point above ready to go.