Morningstar

Using Morningstar Office Suite in the Total Advisor Workflow


Join us for a complimentary hands-on workshop in Chicago on April 26 to learn how to better leverage Morningstar Office Suite in your practice.

Benefits of attending:

  • Learn how to incorporate capabilities from Morningstar Retirement Plan Intelligence, Total Rebalance Expert, By All Accounts and more, into your daily workflow
  • Acquire the skills that save time and drive business with rebalancing
  • Get a sneak peek into Morningstar Office Cloud

The workshop is being held in conjunction with the Morningstar Investment Conference, so arranging transportation to a separate facility for the workshop is not necessary.

McCormick Place - North Building
2301 S King Dr
Chicago, IL, 60616
9:00am-1:00pm

Please bring your own laptop. A boxed lunch will be provided from 1:00-2:00pm.

Space is limited - secure your seat today!