Chalk Talk: Build Your MoneyGuide Pro Financial Plan Skills
“MainStreet Chalk Talk”
The MainStreet Financial Planning Discussion Club
When: Tuesday 7-18-23 at 7:30pm Eastern; 4:30pm Pacific
~30-45 minutes
Recorded and able to retrieve for one week
How: Zoom Meeting, Exclusive for Current Clients
Build Your MoneyGuide Pro Financial Plan Skills
Exclusive for Current Clients
Hosted by: Cynthia Flannigan, CFP®
Every year we review the MoneyGuide Pro software projecting the income, goals and expenses for your financial plan to check that you are on track. One of the benefits you get as clients is to be able to go into your MoneyGuide Pro financial plan between meetings and play around with the software yourself!
Join Cynthia Flannigan, CFP® for this client-only refresher on how this software works and brush up on your skills so you can check the progress of your plan year-round.
You will be able to:
- Add in new goals to your plan
- Change your account balances
- Make changes to your income sources and annual savings
- Add in additional annual spending
- See projected cash flows
- Plan for selling your home or buying a new one
- And so much more!
When you register, we’ll confirm you have your log in and password. After the meeting, you’ll receive the recording including time stamps of each topic discussed for easy reference.
