MoneyGuidePro | News for June 2015
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MoneyGuidePro News June 2015
 
Laser App + MoneyGuidePro • Careers at MoneyGuidePro • Upcoming Conferences • Upcoming Trainings
This is your last chance to catch MoneyGuideLive before the Fall!
Toss out your abacus and join our experts to learn how to engage clients with our innovative planning tool. Throughout this course you will be guided through multiple, hands-on case studies to strengthen client interactions and build meaningful financial goal plans. If you’re ready to excel in MoneyGuidePro then register now for one of our last two events this season!
Two-Day, In-Person Event
New York, June 10-11
Dates and locations of future events to be posted later in the year--click here to be the first to know when and where they'll be.
 
New to MoneyGuidePro? Attend one of our free kickoff case study trainings
for new users. Details and registration here.
MoneyGuidePro + Laser App: Save Time & Increase Profitability

Join MoneyGuidePro and Laser App on Thursday, June 18 at 1 pm ET for a 45-minute webinar that demonstrates the benefits of scalable workflows. The session will focus on how advisors can increase efficiency from plan creation to implementation, while reducing the chance of data entry error and saving valuable time.
Know someone looking
for a career change?
PIEtech, Inc., the developer of MoneyGuidePro, is expanding and needs a few bright, highly motivated people for a variety of positions:

• Support Team
• Business Analyst
• Lead Trainer and Coach
• National Sales Manager
• Human Resources Manager
• Controller
• Front-End Web Developer
• Internet Software Developer
• JavaScript Developer
• SQL Server DBA

Benefits at PIE are second to none. If you know someone in the central Virginia area who may want to join our dynamic team, send them to our careers page for detailed job descriptions, benefits and to submit their resume.
See us at these conferences in June:

INSITETM 2015
June 3-5 in Orlando, FL

FPA National Capital Area 2015 Spring Symposium
June 3 in McLean, VA

FPA Central Virginia Forum 2015
June 4-5 in Richmond, VA

AdventConnect
June 15-17 in Las Vegas, NV

In|Vest Wealth Management Conference
June 18-19 in New York, NY

Morningstar® Investment Conference
June 24-25 in Chicago, IL
Increase your MGP knowledge

Creating a Retirement Plan in MoneyGuidePro
Wed, June 3 at 4 pm ET

Social Security Planning
Tue, June 9 at 11 am ET

Estate Overview
Wed, June 10 at 4 pm ET 

Understanding and Presenting Results
Tue, June 16 at 11 am ET

Life Insurance Analysis & Long-Term Care
Wed, June 17 at 4 pm ET 

Annuities in MoneyGuidePro
Tue, June 23 at 11 am ET

Social Security Planning
Wed, July 1 at 4 pm ET
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PIEtech, Inc
1588 Oakbridge Ter
Powhatan, VA 23139