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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.
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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.
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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.
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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…
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Get the most out of your MoneyGuidePro® subscription by taking advantage of these four great resources:
- Chat Support. Have your questions answered by a real person, Monday - Friday 9 AM - 6 PM via phone, email or chat.
- Enroll in MoneyGuideProfessor and choose video courses, from beginner to advanced, designed to help you learn MoneyGuidePro®.
- Search the Knowledge Base for commonly asked questions.
- 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.
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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
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