This session will be a mixed bag of topics suitable for all where we will share things ranging from best practices to troubleshooting based on the topics we have the most questions about this year for our platform.
Jump ahead by referring to the chapter timestamps below:
- Connections Dashboard 11:10
- Reporting a Problem Workflow 19:51
- Entering Roth in the Facts 23:53
- Roth Conversions in Advanced Planning 32:35
- Reviewing the Reports 42:38
- Decision Center 48:54
- Help Menu 58:46
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.
