Valentine's Day Offer | Orion | MX Partnership | Tax Reform Strategies with Jeff Rattiner | Live Training | Helpful Resources | Conferences
 
February 2018     
 

February is a short month but there is no shortage of cool things happening at PIEtech®. This month is packed full of new integrations, guest speakers and MoneyGuideLive trainings.

Check out what we have planned for you this month.

 
 
 
 

February 8th at 4:00 PM ET

Offer your clients something special for Valentine's Day. Join us to learn about a special tool you can send to your clients and how you and MoneyGuidePro® can add harmony to couples' financial lives.

February 13th at 4:30 PM ET

Seamless integrations like the one between Orion Advisor Services, LLC and MoneyGuidePro® can help you be more efficient and improve the quality of your clients' plans. 

 
 
 
 
 
 
 

February 15th at 4:00 PM ET

Join us to learn how the MX® add-on gives you additional aggregation options and ways to engage your clients in planning with MX's personal financial management (PFM) tools.

February 27th at 4:00 PM ET

Join Jeff Rattiner, CPA, CFP® of Rattiner's Financial Planning Track, Inc. and MoneyGuidePro® to learn how the recently adopted Tax Code changes will impact your clients in 2018 and beyond.

 
 
 
 
 
Seats are filling up fast! Take your business to the next level by attending a MoneyGuidePro® live training, a two day event only open to MoneyGuidePro® users. Learn how to position your advice and solutions using real life scenarios and case studies. Registration is required, so don't miss out on this limited opportunity. Reserve your spot today.
 
 
 
 
 

Portland OR

 
 

Kansas City, KS

 
 

Minneapolis, MN

 
 
 
 
 

Get the most out of your MoneyGuidePro® subscription by taking advantage of these great resources:

  1. Chat Support. Have your questions answered by a real person, Monday-Thursday 9AM-6PM and Friday 10AM-6PM
  2. Enroll in MoneyGuideProfessor and choose video courses, from beginner to advanced.
  3. Search the Knowledge Base for commonly asked questions, user guides and just about everything MoneyGuidePro®.
  4. Join weekly live training webinars. Topics include an introduction to plan creation, presenting plan results, Social Security and positioning annuities.
To access these and other resources, login to your MoneyGuidePro® account then click Support in the upper right-hand corner.
 
 
 

T3 Advisor Conference
February 6-8, 2018
Fort Lauderdale, FL


BISA 2018 Annual Convention
February 6-9, 2018
Hollywood, FL

iPipeline Connections 2018
March 18-20, 2018
Las Vegas, NV


ProEquities APEX Conference 2018
March 18-21, 2018
Nashville, TN

 
 
 
 
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