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Training Schedule & Zoom Links

In Person Trainings

Seating is LIMITED for the below events. Please make sure you register and receive a confirmation link. Any changed please notify your team lead.

NOVEMBER TRAINING DATES

MUST BRING LAPTOP CHARGED AND READY TO LEARN



Saturday, November 22, 2025 @ 10:00 a.m.-1:00 p.m.

Sunday, November 23, 2025 @ 10:00 a.m.-1:00 p.m.


SCHEDULE HERE

NOVEMBER BUSINESS SETUP DATES

MUST BRING LAPTOP CHARGED AND READY START


Saturday, November 8, 2025 @ 10:00 a.m.-1:00 p.m.

Sunday, November 9, 2025 @ 10:00 a.m.-1:00 p.m.


SCHEDULE HERE

OCTOBER

INTRODUCTION TO TAX PREPARATION &BUSINESS ETIQUETTE


OCTOBER 7, 2025 @ 7:30 P.M.

FINANCIAL LITERACY

OCTOBER 13, 2025 @ 7:30 P.M.

INTRODUCTION TO SOFTWARE


OCTOBER 21, 2025 @ 7:30 P.M.

NOVEMBER

CLIENT INTAKE/THIRD PARTY APPLICATIONS


NOVEMBER 4, 2025 @ 7:30 P.M.

INTRODUCTION TO SOFTWARE & BANK FUNDING



NOVEMBER 11, 2025 @ 7:30 P.M.

TAX CREDIT VS TAX DEDUCTIONS



NOVEMBER 11, 2025 @ 7:30 P.M.

MARKETING/PRICING STRATEGIES



NOVEMBER 11, 2025 @ 7:30 P.M.