July 2017

MoneyGuidePro® LIVE is heading to the Golden City!

Master goal-based financial planning when MoneyGuidePro® LIVE visits San Francisco, CA July 27-28. You'll get hands-on training using real-life scenarios and case studies. Leave with the confidence to efficiently navigate through MoneyGuidePro® to create quality financial plans for clients. Space is limited, reserve your seat today.


Special Offer for MoneyGuidePro® Users

PIEtech is excited to offer MoneyGuidePro® users a discounted price on Bill Bachrach's AdvisorRoadmapTM Virtual Training.

AdvisorRoadmap is designed to help advisors better communicate with clients, gain more prospects, and get paid for planning. You will experience a self-guidedtraining platform packed with interactive training courses, videos, scripts, demonstrations and high-value resources to help you master the communication skills and repeatable processes that are crucial to acquiring and serving ideal clients.


Create Better Plans in Less Time

Join us for a 45-minute webinar to learn how the seamless integration between Orion Advisor Services, LLC and MoneyGuidePro® will yield better plans in less time.


Help Clients Control the Unknowns:

Address Client Fears by Stress-Testing Their Financial Plan.

There are many factors outside of a clients' control that can have a direct impact on their financial plan. Factors like running out of money, living longer, or experiencing a long-term care event can put a clients' plan at risk.

The MoneyGuidePro® What Are You Afraid Of? feature allows you…


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

  1. Chat Support. Have your questions answered by a real person, Monday - Friday 9 AM - 6 PM via phone, email or chat.
  2. Enroll in MoneyGuideProfessor and choose video courses, from beginner to advanced, designed to help you learn MoneyGuidePro®.
  3. Search the Knowledge Base for commonly asked questions.
  4. Join weekly live training webinars. Topics range from getting started, presenting plans, social security to positioning annuities.

To access these resources, login to your MoneyGuidePro® account then click Support in the upper right-hand corner.


Getting Started
July 13, 2017 at 4:00 PM ET
July 25, 2017 at 4:00 PM ET

Understanding & Presenting Results
July 12, 2017 at 4:00 PM ET

Comparing Pension Options
July 20, 2017 at 11:00 AM ET

Annuities in MoneyGuidePro®
July 25, 2017 at 11:00 AM ET

Creating Reports
August 1, 2017 at 11:00 AM ET


Berthel Fisher National Conference
Jul 19-22, 2017 in Cedar Rapids, IA

Garrett Planning Network Annual Retreat
Jul 27-30, 2017 in Broomfield, CO

SSN Discover 2017
Jul 29-Aug 1, 2017 in Austin, TX

LPL Focus 2017
Jul 30-Aug 2, 2017 in Boston, MA

LaserApp Services Conference
Aug 14-16, 2017 in San Francisco, CA