Webinar Recap: Planning for the Perfect Presentation

In this week’s session, we discussed how to prepare for the perfect client meeting using eMoney. We focused on entering key data, prepping the financial plan and reports, and sharing the deliverable.

Additional resources:

Looking for additional resources?

• Creating a Presentation in eMoney
• Sharing a Presentation to the Client Vault
• Save Time with Presentation Templates

Looking for more eMoney training opportunities?

Check out how you can earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.