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Advisor Training: Trip Statement and Client Itinerary
Wed, Apr 01
|Online via Microsoft Teams
Let’s dive into a detailed overview of the Trip Statement and how to enable and use the Client Itinerary—both are key tools for keeping your clients informed and your trip plans organized.
Time & Location
Apr 01, 2026, 1:00 PM – 2:00 PM PDT
Online via Microsoft Teams
About the Training
Let’s dive into a detailed overview of the Trip Statement and how to enable and use the Client Itinerary—both are key tools for keeping your clients informed and your trip plans organized.
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