MoneyGuidePro | News for May 2015
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MoneyGuidePro News May 2015
 
Introducing Free Onboarding Webinar • Spotlighted Feature: Social Security Calculator 
Upcoming Conferences • Upcoming Trainings
MoneyGuideLive Opportunities Available Now!
MGLive! is an exclusive hands-on opportunity that allows you to learn the functionality and features of MoneyGuidePro while engaging your client in the planning process. If you want to increase assets under management, engage clients and improve your revenue generating opportunities, then reserve your spot today! This is your last chance to attend before we return in the Fall--register now!
 
Two-Day, In-Person Events
Chicago, May 19-20 • New York, June 10-11

Webinar Events
June 8, 15, 22 3x3-hour
 
Can’t come to us? We’ll come to you--email mglive@moneyguidepro.com for more information on private training.
Now Introducing
Free Onboarding
Transitioning to a new software platform can be a difficult task, so we have created this hands-on tutorial in order to make implementation a seamless process. On Tuesday, May 12 a trainer will walk you through inputting a case study to help model and illustrate the building of a basic financial goal plan. Users will individually enter data, create a recommended scenario and be introduced to client engagement and presentation tools. Start off on the right foot to help make planning a profitable part of your practice!

Not a new user and want to brush up on basic navigation and skills? You can sign up as well!

Don't miss this opportunity--register now!

Register for our integration spotlight with Wealth Access 
Spotlighted Feature:
Social Security Calculator
Last month, MoneyGuidePro introduced you to its new Social Security Calculator, which runs on the same engine that powers the Social Security module in MGP's financial goal plans. The calculator makes it even easier for you to select and compare Social Security strategies to engage and educate clients and prospects.

You can access the Social Security Calculator from the Financial Calculators link on the Main Menu or from the Calculators link on the My Plans page--try it today!
Upcoming Conferences

NAPFA Spring 2015
May 12-15 in San Diego, CA

FPA NorCal Conference
May 26-27 in San Francisco, CA

INSITETM 2015
June 3-5 in Orlando, FL
Upcoming Trainings

Comparing Pension Options
Wed, May 6 at 4 pm ET

Social Security Planning
Tue, May 12 at 11 am ET

Annuities in MoneyGuidePro
Wed, May 13 at 4 pm ET

What If Worksheet Tips
Tue, May 19 at 11 am ET

Engaging Clients in the Planning Process
Wed, May 20 at 4 pm ET 

Understanding and Presenting Results
Tue, May 26 at 11 am ET

Social Security Planning
Wed, May 27 at 4 pm ET 
 
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