Financial Plan Creation & Sharing with MoneyGuide + Wealthbox

Wednesday, Nov 6, 2024 at 2:00 PM ET

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Join MoneyGuide and Wealthbox for a demo of MoneyGuide’s “Financial Plan Creation & Sharing Workflow” template in Wealthbox. Learn how to create and share a financial plan in MoneyGuide to benefit your clients.

This webinar will cover:

  1. An overview of Workflow Libraries in Wealthbox.
  2. How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
  3. How to use MoneyGuide’s Financial Plan Creation and Sharing workflow template to establish and maintain repeatable processes for a consistent client experience.
  4. Getting started with the MoneyGuide Financial Plan Creation & Sharing Workflow template in Wealthbox.

Speakers

Jerry Varela

CFP®, Lead Trainer

MoneyGuide

Chris Kopanski

Sr. Product Specialist

Wealthbox