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August 2016

See MoneyGuideLive in a City Near You

Join our experts as they take the road again. Trainers will coach attendees through the many functionalities and client-facing features of MoneyGuidePro®. This is not your typical point-and-click tutorial but a hands-on, practical lab using multiple case studies to illustrate real-life scenarios. Become a confident MoneyGuidePro® user today - see you soon! To view the full Training schedule, please click here.

Featured Tech Partners

Save the date and join us to learn more about how our seamless integrations can be beneficial to your business.

Orion Advisors + MoneyGuidePro®
Aug 25, 2016 at 4:30 PM ET

HiddenLevers + MoneyGuidePro®
Sep 7, 2016 at 2:00 PM ET

MoneyGuidePro® In the News

Stay up-to-date on MoneyGuidePro® news with our 'In the News' section located on our website here or read our latest releases and articles below!

, Inc. Releases Best Interest Scout - The First Tool Available to Help Firms Meet the DOL/Best Interest Standard Requirements

MoneyGuidePro® Creator Releases DOL Fiduciary-Focused Software

PIEtech, Inc. Releases New Version of Client Initiated Financial Planning Solution - myMoneyGuide®

PIEtech, Inc. Creators of MoneyGuidePro®, Share DOL Opinion Letter from Expert Law Firm to Help Advisors

For media inquiries, please contact

Upcoming Conferences

Join us at one of these events!

LaserApp Financial Services Conference
Aug 9 - 12, 2016 in San Diego, CA

LPL Focus 2016
Aug 21 - 24, 2016 in San Diego, CA

Finovate Fall 2016
Sep 8 - 9, 2016 in New York, NY

Orion FUSE 2016
Sep 8 -9, 2016 in Park City, UT

Quad-A Conference 2016
Sep 11 - 13, 2016 in Baltimore, MD

FPA BE Baltimore
Sep 14 - 16, 2016 in Baltimore, MD

NAIFA Annual Meeting 2016
Sep 17 - 19, 2016 in Las Vegas, NV

Bob Veres' Insider's Forum
Sep 19 - 21, 2016 in Coronado, CA

MoneyGuidePro® Webinars

For your convenience, our webinars are available on a variety of dates and times. Register to join us on a day that works best for your schedule!

Introduction to Plan Creation
Aug 8, 2016 at 2:00 PM ET
Aug 16, 2016 at 11:00 AM ET
Aug 22, 2016 at 11:00 AM ET
Aug 30, 2016 at 2:00 PM ET

Introduction to Plan Delivery
Aug 12, 2016 at 2:00 PM ET
Aug 18, 2016 at 11:00 AM ET
Aug 24, 2016 at 11:00 AM ET