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Kickoff 2016 with Actionable Marketing Ideas with myMoneyGuide®
- Marketing campaigns with myMoneyGuide
- Leveraging your CPA relationships
- Starting 2016 with a value proposition for other centers of influence
For your convenience, this webinar is available on several dates. Select a date and time that works best for you and sign up to catch the Actionable Marketing Ideas with myMoneyGuide webinar!
You can also attend a getting started webinar for myMoneyGuide by registering here.
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MoneyGuidePro Feature Spotlight:
Social Security Analysis
The Social Security maximization game has changed. Odds are that the optimal strategy for most of your married clients has changed due to recent changes to Social Security laws. Before this law went into effect, you could guess, with remarkable consistency, that the optimal strategy was for one client to File and Suspend benefits and for the spouse to file a Restricted Application. However, the combination of these strategies is no longer available for most clients. As a result, analyzing the updated MGP Social Security Maximization tool is more important than ever before.
In response to House Resolution 1314 – The Bipartisan Budget Act of 2015, below are the changes that were made in MGP as of December 18, 2015:
For clients born after January 1, 1954:
- Restricted application is no longer an available strategy.
For clients born after May 1, 1950:
- The File and Suspend filing method is no longer an available strategy.
For clients born on or before May 1, 1950:
- The File and Suspend filing method is available for those currently receiving benefits.
- File and Suspend will remain as a filing method for future strategies until 5/1/2016, after which the filing method will be removed as an available option.
For more information, click here to register for the webinar on Wednesday, January 13 at 4:00 pm ET, presented by one of our very own resident Senior Support Gurus, Mark Dewey. We will discuss different approaches to modeling Social Security in MGP and see how the changes listed above impact optimization.
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Meet Our Tech Partner Albridge
Click here for more information on our tech partners.
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Join the MGLive Team in 2016!
The 2016 schedule may not be out yet, but private training events are still available. Contact the team today for more details.
Suggest a location for the 2016 season or be notified when we schedule our next event! Contact us.
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Catch up with the MGP Team at one of these events!
Cetera Advisors Conference
Jan 11 - 14 in Orlando, FL
AICPA Advanced Personal Financial Planning Conference
Jan 18 - 20, 2016 in Las Vegas, NV
FRA DCIO Best Practices Summit
Jan 28 - 29, 2016 in Boston, MA
TD Ameritrade National LINC 2016
Feb 3 - 6, 2016 in Orlando, FL
T3 Advisor Conference 2016
Feb 10 - 12, 2016 in Ft. Lauderdale, FL
Investment Operations Technology Summit 2016
Mar 2 - 3, 2016 in Dallas, TX
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Increase your MGP knowledge with one of our webinars!
For your convenience, our webinars are available to you on a variety of dates and times. Register to join us on a day that works best for your schedule!
Newly Offered Webinar:
Actionable Marketing Ideas with myMoneyGuide
Jan 12, 2016 at 11:00 am ET
Jan 14, 2016 at 3:00 pm ET
Jan 20, 2016 at 11:00 am ET
Jan 21, 2016 at 4:00 pm ET
Jan 25, 2016 at 11:00 am ET
Jan 29, 2016 at 10:00 am ET
Intro to MGP Webinars:
MoneyGuidePro Overview
Jan 12 at 11:00 am ET
Introduction to Plan Creation
Jan 11, 2016 at 2:00 pm ET
Jan 19, 2016 at 2:00 pm ET
Jan 25, 2016 at 11:00 am ET
Jan 27, 2016 at 2:00 pm ET
Introduction to Plan Delivery
Jan 7, 2016 at 2:00 pm ET
Jan 13, 2016 at 11:00 pm ET
Jan 21, 2016 at 11:00 am ET
Understanding the Results
Jan 21, 2016 at 4:00 pm ET
Feature Spotlight Webinars:
Social Security Planning
Jan 13, 2016 at 4:00 pm ET
Create a 5-min Prospect Plan
Jan 20, 2016 at 4:00 pm ET
What if Worksheet Tips
Jan 26, 2016 at 11:00 am ET
Life Insurance Analysis & Long-Term Care
Jan 27, 2016 at 4:00 pm ET
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