Recorded Webinar
Workflows

Financial Plan Creation & Sharing with MoneyGuide + Wealthbox

PRESENTED BY
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ABOUT THIS WEBINAR

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. 1 An overview of Workflow Libraries in Wealthbox.
  2. 2 How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
  3. 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. 4 Getting started with the MoneyGuide Financial Plan Creation & Sharing Workflow template in Wealthbox.

SPEAKERS

Jerry Varela

Jerry Varela

CFP®, Lead Trainer

MoneyGuide

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

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