June, 24 2026 | 2:00pm EST
Join us for a live group training session on Penny!
In this session, we'll walk through how Penny helps you answer complex planning questions in real time, from tax cliffs and Roth conversions to IRMAA thresholds, Social Security timing, estate consequences, and more. Every calculation is verifiable and connected to your client's actual plan, not a separate tool or standalone estimate.
We'll demonstrate real advisor workflows using Penny's structured tools, including the Marginal Rate Explorer, Roth Conversion analyzer, Scenario Planner, and Tax Summary Report. You'll see how to use natural language to update inputs, compare before-and-after scenarios, and surface planning opportunities you might otherwise miss.
Whether you're brand new to Penny or looking to sharpen your process, this session will give you practical ways to deliver deeper, faster, and more confident advice.