Getting Started - MoneyGuide Pro
About The Event
A 45-minute small group discussion on core program assumptions, interpreting and presenting results, best practices and MoneyGuidePro philosophy. The trainer will go through a sample plan making efficient changes and strategies. For best results, users will have completed the MoneyGuideProfessor training. A brief discussion of Integrations with MoneyGuidePro and how to set them up properly will also be discussed.