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good afternoon folks uh derek here with a right capital gonna be the host of the presenting your first plan webinar today uh well get going in a few minutes here probably start about a minute or two after the top of the hour just want to give the rest of the participants a chance to join up in here so again well probably start a minute or two after the top of the hour appreciate your patience thank you alrighty folks were gonna get going on the presenting your first plan webinar im gonna be your host uh my name is derek brunner also the onboarding team lead here at wright capital uh well talk a little bit more about onboarding and kind of what i do here uh if you havent done an onboarding call yet well talk about that further but uh before we get into anything lets go ahead and look at our agenda items for today we will be discussing tips and tricks for the advisor portal how to analyze and prepare a financial plan and were going to be reviewing analysis tools and presentatio