September 2016 | MoneyGuidePro® News
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September 2016

MoneyGuidePro® StoreFront Update

We recently added a handful of updated client marketing pieces to our Support Center and StoreFront to help you better communicate the importance of quality financial plans to your clients.

By launching the StoreFront, you have the option to purchase these client marketing pieces for print (via Mimeo) or download a digital version. When purchasing these marketing pieces, you also have the ability to customize each piece with your logo and contact information.

For questions regarding the StoreFront, contact

Kickoff the season with MoneyGuidePro® Live Training

Our coaches will walk you through the play book to introduce game changing fundamentals to incorporate into your practice. This is not your typical point and click tutorial but a hands-on, practical lab using multiple case studies to illustrate real life scenarios. Learn to create and deliver meaningful financial goal plans - Score your seat today!

Holiday Schedule

As summer comes to an end, we would like to remind everyone of our holiday schedule. PIEtech, will observe the following schedule for the holiday season so that our team members are able to enjoy the holidays with their families.
Oct 10 | Columbus Day
Nov 11 | Veteran's Day
Nov 24 | Thanksgiving
Nov 25 | Day After
Dec 26 | Christmas Observed

Featured Tech Partners

Register now to join us to learn more about our seamless integrations.

Hidden Levers
Sep 7, 2016 at 2:00 PM ET

Sep 13, 2016 at 4:00 PM ET

MoneyGuidePro® in the News

Tools and technologies to implement DOL fiduciary compliance
Investment News

Firms, technology vendors mobilize on security standards
Investment News

In the Lead
FA Magazine

PIEtech, Inc. Releases Best Interest Scout
PR Web

Upcoming Conferences

Join us at one of these events!

Finovate Fall 2016
Sep 8 - 9, 2016 in New York, NY

Orion FUSE 2016
Sep 8 - 9, 2016 in Park City, UT

Quad-A 2016 Conference
Sep 11 - 13, 2016 in Baltimore, MD

FPA BE Baltimore 2016
Sep 14 - 16, 2016 in Baltimore, MD

NAIFA 2016
Sep 17 - 19, 2016 in Las Vegas, NV

XY Planning Network 2016
Sep 18 - 21, 2016 in San Diego, CA

Bob Veres' Insider's Forum 2016
Sep 19 - 21, 2016 in Coronado, CA

Folio Dynamix Client Conference 2016
Sep 20 - 22, 2016 in San Antonio, TX

Sep 25 - 27, 2016 in Dallas, TX

Wealth Management Awards 2016
Sep 29, 2016 in New York, NY

Junxure Advisor Conference 2016
Sep 29 - 30, 2016 in Denver, CO


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
Sep 12, 2016 at 2:00 PM ET
Sep 20, 2016 at 2:00 PM ET
Sep 26, 2016 at 11:00 AM ET

Introduction to Plan Delivery
Sep 8, 2016 at 11:00 AM ET
Sep 14, 2016 at 2:00 PM ET
Sep 22, 2016 at 2:00 PM ET
Sep 28, 2016 at 11:00 AM ET

Social Security Planning
Sep 7, 2016 at 11:00 AM ET
Sep 27, 2016 at 11:00 AM ET

Life Insurance Analysis and LTC
Sep 8, 2016 at 4:00 PM ET

Create a 5-min Prospect Plan
Sep 13, 2016 at 11:00 AM ET

Estate Overview
Sep 14, 2016 at 4:00 PM ET

Comparing Pension Options
Sep 20, 2016 at 11:00 AM ET

Engaging Clients using Client Portal
Sep 21, 2016 at 4:00 PM ET

MoneyGuidePro® Overview
Sep 28, 2016 at 4:00 PM ET