Recorded Webinar
Best Practices

Mastering Financial Planning with MoneyGuide + Wealthbox

PRESENTED BY
+

ABOUT THIS WEBINAR

Learn how to leverage MoneyGuide’s powerful tools to create stress tests, compare scenarios, and help clients make informed decisions. Discover how to optimize your financial planning process and drive client confidence. Join MoneyGuide and Wealthbox for a deep dive into these essential planning tools.

This webinar will cover

  1. 1 How to use the “What Are You Afraid Of?” stress testing tool.
  2. 2 How to create side-by-side comparisons with the “What If Worksheet.”
  3. 3 How to use PlayZone for making logical tradeoffs and guiding clients to the confidence zone.
  4. 4 Best practices for integrating MoneyGuide with Wealthbox to streamline advisory workflows, keeping client insights and planning data in sync.

SPEAKERS

Caitlin Bayer

Caitlin Bayer

Senior Training Specialist

Envestnet | MoneyGuide

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

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