Divorce is always a delicate situation, and this session will show you how to model it within the eMoney platform. We’ll demonstrate how to split a household and assets into separate client profiles.
Jump ahead by referring to the chapter timestamps below:
- How to Contact Email Support 5:08
- How to Edit a Duplicated Client 6:44
- Editing your clients Facts 10:54
- Creating a plan to separate assets 15:59
- How to use Advanced Planning for Divorce 19:55
- Showing your client Decision Center 38:36
- Managing the Client Website 42:14
Looking for more eMoney training opportunities?
Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.
