Mastering Financial Planning with MoneyGuide + Wealthbox

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