July 2016

Make a Splash with MoneyGuidePro®  Live Training!

Take a plunge into the many tools and pro tips for MoneyGuidePro® with our expert trainers. Discover how to engage prospects and clients throughout the planning process. Learn ways to uncover opportunities while building confidence in creating and delivering plans. During our two-day live sessions, attendees will be lead through multiple case studies to illustrate real life scenarios. Register today!

Featured Tech Partner

Save the date and join us to learn more about how our seamless integration with Wealth Access can be beneficial to your business.

Register today to join us on July 12!

Wealth Access + MoneyGuidePro®
July 12, 2016 at 4:00 PM ET

Support Center User Guide Update

Located in our Support Center, we've recently added the Conversations & Discovery Sharing Templates User Guide under the Financial Goal Plan User Guide Section. This User Guide will help you learn more and help you navigate MoneyGuidePro® more efficiently.

To learn more, log into your MoneyGuidePro® account and access the User Guides through our Support Center.

Please direct questions to MoneyGuidePro® Support at support@moneyguidepro.com.

Upcoming Conferences

Join us at one of these events!

1st Global Communities Conference
July 11 - 13, 2016 in Dallas, TX

Berthel Fisher National Conference
July 20 - 23, 2016 in Coralville, IA

16th Annual Garrett Retreat
July 21 - 24, 2016 in Broomfield, CO

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

LPL Focus 2016
Aug 22 - 24, 2016 in San Diego, CA

NAIFA Annual Conference

Sept 17 - 19, 2016 in Las Vegas, NV

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
July 11, 2016 at 2:00 PM ET
July 19, 2016 at 11:00 AM ET

Introduction to Plan Delivery
July 13, 2016 at 2:00 PM ET
July 21, 2016 at 11:00 AM ET