In this session, we will cover how to utilize eMoney to help your clients visualize, strategize, and achieve their education expense goals.
Jump ahead by referring to the chapter timestamps below:
- Entering a Child for Goals 4:51
- Entering the Goal 6:53
- Education Goal Details 9:24
- Editing your Worksheet 12:45
- Funding your Education Goal 15:21
- Other Expenses 21:38
- Managing the Client Website 24:33
- Client Goal on Client Website 27:35
- Creating a Plan 31:26
- Advanced Planning 35:57
- Goal Planner 40:23
- Reports 50:50
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.
