Thu, Jan 25 | Location TBD

Getting Started - MoneyGuide Pro

A 45-minute small group discussion on core program assumptions, interpreting and presenting results, best practices and MoneyGuidePro philosophy.
Registration is Closed
Getting Started - MoneyGuide Pro

Time

Jan 25, 2018, 4:00 PM – 5:00 PM
Location TBD

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.

Registration is Closed