Introduction to Plan Delivery - MoneyGuide Pro
About The Event
As a continuation of our Introduction to Plan Creation we have created a 60 minute webinar focused on Plan Delivery. A trainer will walk you through interpreting results and communicating them to your client. To do this we will be looking at Plan Summary, Custom reporting, and Client Portal (our client access page), and Snapshot. Now that you know how to create a plan, become skillful in presenting it!
*It is strongly encouraged that you attend “Introduction to Plan Creation” prior to attending this session.
• You will need to be able to work with two screens at once - one to enter data and one to watch the webinar; this can be achieved through dual screens, split screen, or toggling between tabs on your browser
• The case study and login information will be emailed the day before the webinar; it will be helpful to have it printed and readily available.