Envestnet MoneyGuide News

NEWS July 2020 | Issue 53

Contents ENV Summit............................. 2 Tour the Farm.......................... 3 Wellness Guide....................... 3 Shout Outs............................... 4

Record Quarter in MoneyGuide History We had a record-breaking quarter. During Q2, MoneyGuide launched significant software updates, rapidly added new clients and expanded our industry partnerships through deeper integrations.

This could not have been accomplished without all the hard work of our dedicated employees. Congrats team!

MG Pups.................................... 5 PIElympics................................ 7 Virtual Conferences.............. 7 Birthdays................................... 7 Anniversaries........................... 7

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Advisor Summit On-Demand is now live. Advisors now have access to a growing library of online keynotes, breakout sessions, and technology demos – with a focus on strategies to help them grow their business and lead clients forward in the post-pandemic world.

The Advisor Summit On-Demand will be an ongoing resource, with new content being added throughout the year, and will be available FREE OF CHARGE. You too can hear from Envestnet leadership and subject matter experts on the implications of the pandemic and how advisors can best lead clients forward in this new world: Learn about new and upcoming technology and integrated product offerings Explore Practice Management and Investment Management sessions Earn CE credits

The Advisor Summit On-Demand will be an ongoing resource, with new content being added throughout the year, and will be available FREE OF CHARGE. Go to envestnet.com/advisorsummit/ to explore all that Summit On Demand has to offer.

If you have any questions, please direct them to Amanda Seeman, at events@moneyguide.com.

Be sure to check out the MoneyGuide sessions: The Planning Brothers: https://www.envadvisorsummit.com/videos MyBlocks: https://www.envadvisorsummit.com/videos Tax Planning in MoneyGuide: https://www.envadvisorsummit.com/videos

Watch Here

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TOUR

THE FARM with Tony Watch Video

Advice Pay Our integration with AdvicePay is another step toward making the billing process more seamless for advisors.

Read Press Release

Practical Guide to Wellbeing

Therapeutics Arts Massage Therapy

Reduce stress, stay active, be productive, sleep well, and eat healthy! Virgin Pulse provides a practical guide to wellbeing full of tips, resources, and support.

Therapeutic Arts is open and taking precautionary measures to ensure a safe massage environment for their clients.

For anyone that would be interested in a massage at one of their offices, appointments can be made by calling 804-897-4325. *Call for pricing.

Access Guide

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Employee Shout Outs Carrington Dudley - Business Analyst “In my opinion, you really make our partnership run so smooth, and I use partnership because it feels more like that than just a typical client-vendor relationship” - Advisor

Justin Deckert - Support Specialist “ I got Justin and we spent some time together. He was very, very helpful today with me. He was extremely helpful taking the time to assist with the plan and explain how things were working. He was great! Patient with everything I had. I’m coming from Naviplan to MoneyGuide and this is very different in trying to understand how this is working. This client and case is extremely complex and I needed to go through the sale/potential sale of two different business and putting that into the plan, but Justin was great through it all.” - Advisor

They’re Engaged!

Scott Bayer and Caitlin Taylor got engaged! An office romance blossomed into a year and a half relationship then Scott popped the question in front of close friends on a beautiful Sunday afternoon.

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NEW MoneyGuide Pups!

Pug Pup Kino!

Pit Pup Darcy!

Meet Tiffany’s new addition, Kino! Kino is a gorgeous 8-month old pug pup!

Darcy joins Skye in the Rawls household!

Meet Phillip’s new pit bull pup Darcy!

Have a Shout Out or Life Event?

Send your shout out or stories (pictures are always welcome) to marketing@moneyguide.com

Virtual Book Club Book Club has gone virtual...but you can still choose between reading the ebook or physical book. As a group, we will decide on what to read and meet virtually in the evening to discuss the book.

1st Book: Where the Crawdads Sing by Delia Owens 1st Meeting: Monday, August 3rd at 6:00PM To join or have quesitons, contact Amanda Seeman

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July 27 - 31

Virtual PIElympics!

PIElympics IV is going virtual this year and will be held Monday, July 27th – Friday, July 31st. The theme is “Christmas in July” and we’re excited to say that we have a lot of fun, themed games in store! If you have any questions, or would like to join please reach out to Amanda Seeman or Kelly Jordan.

Murder Mystery Best Dressed Male: Hunter, “Noah Riddle” Best Dress Female: Tiffany, “Mo Puchin” Best Actor: Ben Edgell, “Earl E. Demize” Best Actress: Nicole Brown, “Kris Topher” Murder: Pete Goldman, “Tic Tockmen” Solved the Case: Pete Goldman, “Tic Tockmen”

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Summer Safety Tips Click Here Upcoming Conferences (Virtual) KB Holistic Financial Advisor 2020 July 27 Garrett Planning Network Annual Retreat August 5-8 FPA Central VA Forum 2020 August 13-14 CUNA Focus 2020 August 26-27 AssetTech Live 2020 August 27

Birthdays Chris Salvaggio.......................... 07/02 Mary Grace Leal ........................ 07/03 Scott Bayer................................. 07/06 Jenny Gonzalez......................... 06/13 Landon Katz................................ 07/11 Stephanie Vaughn .................... 07/11 Chris Fishburne.......................... 07/13 Caitlin Taylor.............................. 07/13 Jacob Webster .......................... 07/14 Josh Scarbrough....................... 07/14 Ryan Henton............................... 07/16 Alyssa Reinecke......................... 07/19 Laiken Howard........................... 07/22 Brad Barker ................................ 07/29 Phill Rawls................................... 07/31

Anniversaries Colin Yackel................................. 7 Years Kelly Jordan................................ 6 Years Robert Delvecchio.................... 5 Years Michael Phillips.......................... 5 Years Scott Gordon.............................. 4 Years Thomas Schiren......................... 3 Years Laiken Howard........................... 2 Years

What’s Your Story?

Send your stories (pictures are always welcome) to marketing@moneyguide.com. The sky is the limit, submissions can be anything from an event, announcement, community service/fundraiser, employee spotlight recognition, business news, testimonial, wedding, etc.

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