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Thursday, August 2 • 2:00pm - 4:00pm
MoneyGuidePro Pre-Conference Workshop G5: Sneak Peek

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Join us to learn more about major enhancements coming to MoneyGuidePro® that will help you engage your clients in high value advice conversations that build ongoing planning relationship. The new enhancements build on interactive discussions to help drive holistic recommendations protecting income, dependents and legacy. 

avatar for Kyle Foust

Kyle Foust

Client Services Team Lead, MoneyGuidePro
Kyle Foust brings a wealth of industry knowledge to PIEtech, Inc., the creators of the industry leading | financial planning software, MoneyGuidePro® by striving to help users expand their knowledge and | create and confidently deliver quality financial plans. | In his current role... Read More →

Thursday August 2, 2018 2:00pm - 4:00pm
  • CE Hours Available: 2.0 NAPFA, 2.0 Computer Software & Applications CPE

Attendees (32)