Charts Telephone Seminars - Training Resources

Utilizing Graphs and Charts in Microsoft Excel .... This teleconference will show you quick ways to create charts; explore which chart types work best for different data; and give you tips on when and how to add gridlines, change background colors, adjust scaling, insert titles, re-configure 3-D charts, insert clip art images and add trendlines. You can add both functionality and eye-appeal to your charts with simple formatting techniques.  more...

Data Mapping and Electronic Information Management (EIM) - Risk Management for Daily Efficiency and Litigation-Preparedness ...learn from an expert how to develop multipurpose menus or charts of key storage locations and contents and use data-mapping to achieve day-to-day efficiencies in operations and retrievals. Be better prepared for e-discovery for incident-responses, government inquiries and litigation as well as manage and minimize risks of smoking gun content, data leakages and excessive costs. This  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan BenefitsA wrong determination of whether a trust qualifies as a designated beneficiary of retirement benefits can cost the owner decades of tax deferral as well as 50 percent excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately  more...

Mortgage Cocktail: Lessons From the Credit Crisis and What May Be Next nJoin us at this teleconference and you'll gain perspective on the massive forces moving within the credit markets - the genesis of their movements, their direction and their likely consequences. We'll spend some time describing less obvious contributors to the arc of the credit bubble. During the majority of the teleconference, you'll hear about fiscal and monetary solutions to the crisis and the  more...