September 2015

Addressing Market Volatility with MoneyGuidePro

MoneyGuidePro subscribers already have the tools necessary to communicate with their clients about market volatility. Learn more about these tools and how to use them this week: Tuesday, September 1 at 4:00 pm ET or Thursday, September 3 at 2:00 pm ET.

We are Updating Your Log In Experience

We are making the log in experience easier and more secure for subscribers who manually log into MoneyGuidePro by replacing user IDs with your email address. This change will happen over a period of weeks, so please keep logging in with your current user ID until we work with you to update your credentials. If you have any questions, please call our Support team at 1-800-743-7092.

FinaMetrica MGP 2.0 for MoneyGuidePro

FinaMetrica's MGP 2.0 tool for MoneyGuidePro offers major improvements including:

a reworking of the risk report to show personal and couple differences more clearly
enhanced mapping process
re-norming of the US database of completed tests
reworking of the Risk & Return reports to 11 portfolios
extension to 18 return 'story boards'
enhanced reporting

There will be a spotlight on the new and enhanced integration between MoneyGuidePro and FinaMetrica on Wednesday, September 9 at 4:00 pm ET.

More technology spotlights in September:

Yodlee^®
Wealth Access
TD Ameritrade's Veo^®
Junxure
Albridge
Fidelity's WealthCentral^®
Black Diamond
SmartOffice powered by Ebix

Fall is just around the corner and so is the start of MoneyGuideLive events! Join us as we coach attendees through the many functionalities and client facing features of MoneyGuidePro. This is not your typical point and click tutorial but a hands-on, practical lab using multiple case studies to illustrate real life scenarios. Become a confident MoneyGuidePro user today—hope to see you soon!

TWO-DAY, IN-PERSON EVENTS - $599/attendee (details)
San Francisco • Seattle • Washington, DC
Dallas • Cincinnati • Orlando

3 HOUR X 3 DAY WEBINAR EVENTS - $349/attendee (details)
November 2, 9, 16

Can’t come to us, we’ll come to you. Contact us today to inquire about personalized, exclusive firm training: email mglive@moneyguidepro.com or call 804.744.5900 x145

NEW USERS . . . Attend our introductory training series:
Introduction to Plan Creation
Introduction to Plan Delivery

See us at one of these events:

XY Planning Network 2015
Sep 15 - Sep 17, 2015 in Charlotte, NC

FPA BE Boston 2015
Sep 26 - Sep 28, 2015 in Boston, MA

Bob Veres' Insider's Forum
Sep 28 - Sep 30, 2015 in Chandler, AZ

NAIFA 2015 Annual Conference
Oct 3 - Oct 5, 2015 in New Orleans, LA

Laser App Advisor Con 2015
Oct 7 - Oct 8, 2015 in Las Vegas, NV

Junxure Advisor Conference
Oct 8 - Oct 9, 2015 in Las Vegas, NV

Loring Ward's 2015 National Education Conference
Oct 19 - Oct 22, 2015 in Colorado Springs, CO

NAPFA Fall Conference 2015
Oct 20 - Oct 23, 2015 in Indianapolis, IN

Increase your MGP knowledge

Addressing Market Volatility with MoneyGuidePro
Sep 1 at 4:00pm ET

Life Insurance Analysis & Long-Term Care
Sep 2 at 3:00pm ET

Addressing Market Volatility with MoneyGuidePro
Sep 3 at 2:00pm ET

Social Security Planning
Sep 8 at 11:00am ET

Create a 5-Minute Zoomer Plan
Sep 10 at 4:00pm ET

Creating a College Plan
Sep 16 at 4:00pm ET

What If Worksheet Tips
Sep 17 at 4:00pm ET

Comparing Pension Options
Sep 22 at 11:00am ET

Social Security Planning
Sep 24 at 3:00pm ET

Engaging Clients in the Planning Process
Sep 29 at 11:00am ET

Annuities in MoneyGuidePro
Sep 30 at 4:00pm ET

MoneyGuidePro Overview Webinars
Sep 3 at 4:00pm ET
Sep 9 at 3:00pm ET
Sep 15 at 11:00am ET
Sep 23 at 4:00pm ET
Oct 1 at 4:00pm ET

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