May 2017

  Software Update
To further improve the MoneyGuidePro® user experience, several enhancements will go into effect on Saturday, May 13, 2017. Please note you may have intermittent access from Friday, May 12 9:00 PM ET - Saturday, May 13 8:00 AM ET. The results for plans with the following features will be modified, and should be carefully reviewed prior to meeting with your clients. 
  • All Historical Indices
  • College Expenses
  • Healthcare Expenses
  • LTC Expenses
At this time, our consultant, Harold Evensky, has chosen not to adjust his long-term assumptions for the MoneyGuidePro® default projected data or portfolio allocations.

Other recent changes:
  • Client Portal: login page updated to show custom logos (not applicable for all users).
  • Add & Select Clients: page layout enhancements.
      Featured Webinar

Capital Market Assumptions
Presenter: Harold Evensky

May 16, 2017 at 2:00 PM EDT

  Expert Tips From Training

It is often difficult to predict the value that will be received from the sale of assets in the future. This creates a hidden risk to your plan and for the client looking to sell their business in retirement; the wide range of potential sale prices can keep them up at night.

Ultimately, the client needs to know how dependent their retirement plan is on securing a certain value from the sale of their business. The Special Asset feature in MoneyGuidePro® lets you enter low, expected and high values for the sale proceeds. You can then run the Special Asset Test to see how the varying values will impact the plan's probability of success.

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 your clients.

Don't miss out on this awesome event, reserve your spot today. Space is limited.

Envestnet Advisor Summit
May 3 - May 5 in Dallas, TX

FA Invest in Women 2017
May 9 - May 10 in Dallas, TX

FA Inside Retirement 2017
May 11 - May 12 in Dallas, TX

NAPFA Spring 2017
May 16 - May 19 in Belleuvue, WA

Concorde National Conference 2017
June 4 - June6 in Detroit, MI

Introduction to Plan Creation
May 9, 2017 at 2:00 PM ET
May 15, 2017 at 11:00 AM ET
May 30, 2017 at 2:00 PM ET

Social Security Analysis
May 3, 2017 at 4:00 AM ET
May 16, 2017 at 11:00 AM ET

Engaging Clients Using Client Portal
May 9, 2017 at 11:00 AM ET

Introduction to Plan Delivery
May 3, 2017 at 2:00 PM ET
May 17, 2017 at 2:00 PM ET

Annuities In MoneyGuidePro
May 8, 2017 at 11:00 AM ET
May 17, 2017 at 4:00 PM ET

College Planning
May 11, 2017 at 11:00 AM ET

Life Insurance Analysis and Long-Term Care
May 30, 2017 at 11:00 AM ET

Create a 5-min Prospect Plan
May 23, 2017 at 11:00 AM ET