Chalk Talk: Develop Your MoneyGuide Pro Financial Strategy Abilities


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Chalk Talk: Develop Your MoneyGuide Pro Financial Strategy Abilities

” MainStreet Chalk Talk”

The MainStreet Financial Preparation Conversation Club

When: Tuesday 7-18-23 at 7:30 pm Eastern; 4:30 pm Pacific

~ 30-45 mins

Tape-recorded as well as able to fetch for one week

Exactly How: Zoom Fulfilling, Unique for Existing Customers

Register Here!

Build Your MoneyGuide Pro Financial Strategy Abilities

Unique for Existing Customers

Held by: Cynthia Flannigan, CFP ®

Yearly we assess the MoneyGuide Pro software program predicting the earnings, objectives as well as expenditures for your monetary strategy to inspect that you get on track. Among the advantages you obtain as customers is to be able to enter into your MoneyGuide Pro monetary strategy in between conferences as well as experiment with the software program on your own!

Join Cynthia Flannigan, CFP ® for this client-only refresher course on just how this software program functions as well as review your abilities so you can inspect the development of your strategy year-round.

You will certainly have the ability to:

  • Include brand-new objectives to your strategy
  • Adjustment your account equilibriums
  • Make modifications to your earnings resources as well as yearly cost savings
  • Include extra yearly investing
  • See forecasted capital
  • Prepare for offering your residence or purchasing a brand-new one
  • Therefore a lot more!

When you sign up, we’ll validate you have your visit as well as password. After the conference, you’ll get the recording consisting of time stamps of each subject reviewed for simple referral.

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