MoneyGuidePro® News | January 2017
February 2017
Growth Ideas Created By Exploring Advice 

Looking for ideas to grow your revenue in a year of change? You're not alone - hundreds of financial professionals tuned into the webinar, Grow Your Revenue in a Year of Change, on January 31st.  

Frank McAleer, CIMA, Director of Retirement Services at Raymond James and Jeff Magson, CRPC, Executive Vice President of 1st Global, joined Kevin Knull, President of PIEtech, for a conversation full of ideas to help financial advisors compete and grow. Financial Advisor Magazine covered the highlights in the article "Growth Opportunities Can Appear When Re-Examining Financial Advice. Read more
Training Tips

Running out of money in retirement is a top concern for clients. It's important to have an open discussion with clients about how long they may live in retirement and how many years their plan will need to cover. Spend a few minutes with your clients to review the default life expectancy in MoneyGuidePro®

To guide your discussion open up the Life Expectancy Calculator by clicking the Discuss button on the Retirement Period page. The client will be prompted to answer three simple questions which can be important indicators of longevity.

Engaging your clients in this conversation can help them realistically think about funding their needs and goals throughout their expected retirement. It can also help them build confidence and address their fear of running out of money,
Featured Tech Webinars
MoneyGuidePro® + Envestnet | Tamarac
for the webinar on Thursday, February 23 at 4:00 PM ET
  A day of exceptional revelations at T3 | Digital Wealth Insights
T3 2017 - Joel Bruckenstein delivered an impressive lineup of speakers. Read more here.

The Greatest Robo Advisor of All Time |
Panelists at Financial Services Institute's annual OneVoice conference discussed the way advice is being disrupted, digitized and ignored by many industry leaders.
Read more here.

Trump's Win Means Little for Retired Clients |
RBC Wealth Management chooses to stay the course after Trump's win by partnering with MoneyGuidePro® . Read more here.

RBC Wealth Management-U.S. kicks off series of investments in holistic wealth planning with roll-out of MoneyGuidePro® | Yahoo Finance
RBC WealthPlan takes the best that MoneyGuidePro® has to offer and integrates it with RBC Wealth Management's existing software.  Read more here.

Emerging Technologies to Watch Out for in 2017 & Beyond | Professional Planner
Review the top advisory world technology trends for 2017.
Read more here.

Special Training Offer

Join us for a unique live training event to be held at our PIEtech headquarters. Not only will experts coach attendees through MoneyGuidePro®, you'll also hear about developments and research from business leaders. This hands on two-day training focuses on building your confidence in creating and delivering plans.  

Live training delivered around the country is regularly priced at $599. Register today for this special training to receive your discounted price of $399. 

Register for the March 27 - 28 event  |  Register for the April 26 - 27 event



Join us at one of these events!

BISA Annual Convention 2017
Mar 7 - Mar 10, 2017 in Hollywood, FL

IRI Marketing Summit 2017
Mar 19 - Mar 21, 2017 in Chicago, IL

Tiburon CEO Summit XXXII Spring 2017
Apr 3 - Apr 5, 2017 in New York, NY


Register for an educational webinar that fits your schedule.

Introduction to Plan Creation
Feb 21, 2017 at 11:00 AM ET

What If Worksheet Tips
Feb 22, 2017 at 11:00 AM ET

Social Security Analysis
Feb 23, 2017 at 4:00 PM ET