10-1pm CDT via Zoom

Whether you've been putting off setting up your Refine Portal or you've been a long-time user eager to discover fresh insights, our workshop is tailor-made for you. Dive deep into the heart of the Refine Portal with our comprehensive coaching!

Step-by-Step Mastery:

We'll walk you through each tool, unveiling its potential and showcasing innovative ways to leverage them.

Efficiency Hacks:

Learn the tricks of the trade to streamline your planning process and serve your clients even better.

Hands-On Coaching:

Benefit from dedicated time for independent work, with expert coaches ready to troubleshoot and guide you.

Our past attendees have transformed their approach, moving from “where do I start"?” to complete clarity. The Refine Portal is designed to be the ultimate planning software for planners collaborating with engaged couples, and the workshop is designed to help you maximize that investment!