Envestnet Events Calendar -MoneyGuide's Paraplanning Program

MoneyGuide's Paraplanning Program

Thursday, August 7, 2025

All Day

Be the first to attend this event.

Event Description

This special course will consist of five, two-hour sessions and a final case study assessment. Each session is designed to be hands-on and use real life case studies to provide practical knowledge of creating a financial goal plan with primary focus on data entry and understanding assumptions.

Register: https://web.cvent.com/event/254ce2b6-7ac1-4239-8442-7804e1b32409/summary