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Advisor Training: Trip Statement and Client Itinerary
Wed, Aug 12
|Microsoft Teams
Time & Location
Aug 12, 2026, 1:00 PM – 2:00 PM PDT
Microsoft Teams
About the Training
Advisor Training: Trip Statement and Client Itinerary
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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