Financial Planning in a Fiduciary World
Join us Tuesday, September 12th at 4:00 PM ET for this engaging session on how creating quality financial plans not only benefits clients, but can help advisors meet fiduciary obligations, including those necessary under the DOL rule.

This webinar will provide participants with one CFP® CE credit.

Ryan Sullivan, CFP®
Head of Investor Education, PIEtech, creator of MoneyGuidePro®

About the Speaker: "The [MoneyGuidePro] webinar by Ryan Sullivan was one of the best webinars I have ever attended - well worth the time. Extremely timely and helpful information, not to mention very entertaining to listen to. I would put Ryan in the Hall of Fame of webinar speakers in the industry. You do not want to miss one of his webinars."
G. Jackson | Financial Advisor

Yodlee® Integration Update


Effective Saturday, July 22, 2017, MoneyGuidePro® enhanced its partnership with Yodlee®, the industry-leading personal finance management platform, to offer you affordable, accurate and secure data aggregation. Using the Yodlee® add-on through MoneyGuidePro® can help you eliminate manual data gathering, uncover more assets and savings and easily keep your clients' plans up-to-date. Our exclusive Yodlee® widget provides accurate and secure aggregation in minutes, giving your clients an immediate, visual impact on their net worth. MoneyGuidePro® Yodlee® subscribers should check their email for additional information and downloadable resources.
To learn more about the MoneyGuidePro® Yodlee® add-on, join us for an informational webinar on Thursday, August 10th at 11:00 AM ET.


5 Minutes to Seal the Deal


Tired of promoting your financial planning services with a printed sample plan of John and Jane Doe? Engage your prospects and bring the plan to life by creating a quick proof-of-concept plan. By asking four basic questions, you can quickly demonstrate the type of advice and services you can offer. Join us for our upcoming webinar on Creating a 5-min Prospect Plan to learn the four questions to ask and how to create a quick proof-of-concept plan while promoting the features and benefits of a comprehensive financial plan.

College Planning in 4 Steps

Do you have clients who plan to pay for all or a portion of college finances for their children or grandchildren? The College Calculator within MoneyGuidePro is an excellent tool to use with both prospects and existing clients. In just four quick steps, you can gather enough data to provide clients with a complete view of their college goal plan.

      Featured Webinar

Join Wealth Access VP of Sales Ellen Murphy and MoneyGuidePro® Account Manager Scott Bayer on Tuesday, August 15th at 5:00 PM ET in a discussion about the seamless integration between the two financial planning industry leaders.

Wealth Access is a wealth management technology firm that provides reporting solutions for the high net worth investor and investor community. 

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