Chalk Talk: Build Your Financial Planning Skills with MoneyGuide Pro
July 6, 2023
“Main Street Chalk Talk”
MainStreet Financial Planning Discussion Club
when: Tuesday July 18-23 7:30 p.m. Eastern time.4:30pm Pacific
~30~45 minutes
Can be recorded and retrieved for 1 week
how: Zoom meeting, existing clients only
Build your financial planning skills with MoneyGuide Pro
Current client only
Organizer: Cynthia Flanigan, CFP®
Each year we review MoneyGuide Pro software, which forecasts your financial planning income, goals and expenses, to ensure you are on track. One of the benefits I get as a client is that between meetings I can create her MoneyGuide Pro financial plan and try out the software for myself.
Join Cynthia Flannigan at CFP® for a client-exclusive refresher on how this software works and hone your skills so you can track progress on your plans throughout the year.
you could do:
- Add new goals to your plan
- Change account balance
- Change your income source and annual savings
- Add additional annual spending
- Check your forecast cash flow
- make plans to sell your home or buy a new one
- There are many more!
When you register, it confirms that you have a login name and password. After the meeting, you will receive a recording with timestamps for each topic discussed for easy reference.