We invite you to watch our recording on an informative session hosted by our partners from Envestnet-MoneyGuide going over the importance of Financial Planning in today’s economic landscape. The presentation aims to assist ESI reps know MoneyGuide and what makes them a great fit for creating plans in an efficient manner. Presenting will be Chip Petty, Lead Trainer for MoneyGuide – Envestnet with over 20 years of experience in the financial services industry. Chip is responsible for the development and delivery of all live and virtual MoneyGuide Training.
Watch here to learn more about MoneyGuide and how they can help create effective and efficient financial plans for your clients’ benefit!
