Wed, Oct 13, 2021 | 3:00 PM - 4:00 PM EDT
This session will provide insight into behavioral heuristics (mental shortcuts) and how advisors knowledge of decision-making under uncertainty can help them better communicate and manage client expectations.
Tue, Oct 19, 2021 | 2:00 PM - 3:00 PM EDT
See how MoneyGuide's deep integration with Tamarac makes it easier to go from plan to portfolio implementation.
Wed, Oct 27, 2021 | 2:00 PM - 3:00 PM EDT
This session will explore the technology trends helping advisors deliver an efficient, scalable digital planning experience that can help drive new AUM with prospects and clients alike.
Thu, Oct 28, 2021 | 4:00 PM - 5:00 PM EDT
Connect MoneyGuide's financial plans with Orion's investment performance data to better understand how your proposed strategies affect your clients’ estate planning strategies.