eMoney Tip of the Week: Creating a Mid-Year Review Template

We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.

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eMoney Advisor Announces Agenda for Fourth Annual Advisor Summit Themed “Plan It Forward”

This year’s Summit is expected to draw more than 600 attendees, feature multiple keynote speakers, host 75 sessions and provide 22 hours of training. The Summit will present a fresh approach to financial planning focused on this year’s theme, “Plan It Forward,” anchored by the concept that the financial plans advisors build for clients affect far more than just their finances.

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