Join us for a live demo of the PreciseFP and MoneyGuide integration, where we cover best practices, walk through the full process and show you how to get the most out of both platforms.
Bring your questions. We are saving time at the end for a live Q&A!
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Colin Yackel, CFP®
Director of Training, MoneyGuide
