This year’s eMoney Summit theme was Tomorrow’s Planning, Today. Attendees explored how eMoney is shaping the future of planning through new research and interactive tools that drive personalized, collaborative experiences.
If you joined us at Summit, you can access most replays and session slides for 90 days. Please note that session slides are available for all sessions, except those hosted on our Mainstage.
The 12th eMoney Summit kicked off with a powerful look at our journey and future. CEO Susan McKenna reflected on 25 years of innovation and collaboration, setting the tone for a future-focused event centered on Tomorrow’s Planning, Today.
Matt Schulte, Head of Financial Planning and founding member of eMoney, took the stage for an insightful conversation about the evolution of financial planning. He was joined by a panel of power users and industry leaders on how they’re driving innovation in financial planning—covering everything from AI and personalization to client engagement and career development. Just a few of the topics included:
The evolution of financial planning
Measuring success
Scaling personalization
AI-powered planning tools
FinPsych and the human element
Client expectations and engagement
Tom Sullivan, Head of Product, along with leaders from the Product team, unveiled our forward-looking roadmap, including major platform enhancements and new tools designed to scale advice and deepen client relationships. Here’s a press release recapping the major product announcements from this mainstage presentation.
(Fundamental) Needs Analysis:How to Engage Clients with Ease: Watch to learn how to lead focused, single-goal conversations with ease using the enhanced Needs Analysis tool and help clients make informed, high-impact decisions quickly
Other breakouts:
(Master Class) Annuities Demystified: Building a Steady Income Stream
(Fundamental) Driving Engagement and Growth with the Client Portal
(Master Class) Making Tax Planning Clear and Actionable in eMoney
Allianz | Decumulation Diversification: Hedging Against Potential Health Care Costs: Take a look at how registered index-linked annuities (RILAs) with an income rider can help fund future expenses in a modernized, asset- and cost-efficient strategy.
Wealth.com | The Why Behind Estate Planning: In this session, learn why estate planning has become a core growth driver, how to position it as a differentiator, and how top advisors are embedding planning into client workflows.
Enjoy this short video clip of Carl explaining how he explored his passion for visual storytelling.
Carl Richards, one of our keynote speakers, author and visual artist, helps people talk about money in a radically human way. His presentation blended storytelling, vulnerability, and live sketching into an experience that was both entertaining and transformative, giving us tools to spark conversations that actually matter.
(Fundamental) Planning for a Golden Future: Social Security and Retirement Essentials: In this session, we explored the ways Social Security can affect your client’s retirement goals and learn to build a holistic retirement plan using a Social Security case study.
(Master Class) The Complete Financial Picture: A Case Study on Meeting Retirement Income and Income Tax Objectives: Creating a comprehensive financial plan can be challenging for a variety of reasons. Learn how to account for a variety of financial planning topics, including cash flow planning, income tax planning, and retirement planning across several steps of the financial planning process.
The day kicked off with the CFP Board Code of Ethics and Standards of Conduct (2 CFP® CE Credits). This program was designed to educate CFP® professionals on CFP® Board’s Code of Ethics and Standards of Conduct, effective October 1, 2019. This same session was offered again later in the afternoon for those who couldn’t make the first one.
Dr. Michelle Rozen delivered a high-energy, interactive experience that revealed powerful strategies for leading through change with confidence and impact. Using humor, roleplaying, and memorable tools, she equipped audiences to navigate rapid transitions and inspire peak performance. Attendees left with practical techniques for driving personal and professional growth in times of challenge.
Sponsor Breakout
(Live) Fidelity | Sponsor Session: Learn how a new integration between eMoney and Fidelity’s Bond Beacon® can help advisors simplify bond markets and seamlessly connect portfolio strategy with client goals, aligning with the Advice Value Stack® to deliver peace of mind and long-term fulfillment.
Connor Sung, Director of Practice Management at eMoney, was joined by an expert panel to discuss how technology and AI are helping to shape the industry, the human side of advice, and client needs.
Mili |eMoney and Enterprise AI Workflows: Watch this session to learn how AI enhances the advisor journey at every stage—pre-meeting, in-meeting, and post-meeting. Experience how enterprise workflows between CRM, eMoney, and client vaults streamline data management, and more.
Flourish | Bring Held-away Cash into Your Orbit Using eMoney: Flourish President Ben Cruikshank shared a deep dive into how eMoney helps you uncover your clients’ held-away cash and bring it into your orbit.
Zocks | AI in Action: Practical Tips for eMoney Users: In this 30-minute session, you’ll learn real-world best practices for integrating AI into your financial planning workflows, including how it can surface actionable insights from client conversations and data you already have in eMoney.
Day 3
As the financial planning landscape continues to evolve, firms must adapt with new skills, innovative tools, and diverse talent to succeed. During this dynamic discussion, you’ll learn strategies for enhancing advisor capabilities, creating career pathways that attract the next generation, and strengthening firm culture to support growth at every career stage.
(Sponsor) Mili | Building the AI-Enabled Advice Firm:Leadership Perspectives: This executive dialogue explores how leading advice firms navigate AI transformation at enterprise scale. Examine three critical impact areas—advisor productivity, client experience, and firm growth—while addressing the organizational capabilities required for successful adoption.
(Sponsor)Vanilla | Basis and Beyond Estate Planning for Non-Taxable Estates: This session covered how to approach basis, capital gains, and income tax, flags you should look for when examining an existing plan or helping craft estate strategies for non-taxable clients, state-level estate tax considerations, and proactive planning tactics for IRA-heavy estates.
(Going Beyond)The Evolution of Advice: Past Lessons, Present Trends, and the Future of Financial Planning Technology: In this session, we explored how the profession has evolved—and where it’s headed. Backed by eMoney research and insights from industry leaders, you’ll learn how tech is enhancing collaboration, personalizing advice, and redefining the advisor’s role.
Other breakouts:
(Fundamental) Unlock the Full Potential of eMoney: 25(ish) Tips and Tricks to Simplify Your Financial Planning Life
As firms grow, advisor capacity becomes a challenge. Before hiring, many aim to increase productivity—but often focus on the wrong areas. In this session, Michael Kitces shared new research on the four key drivers of advisor productivity: team leverage, client face-time, client affluence, and pricing confidence. You’ll learn how AdvisorTech plays a smaller role than expected once these fundamentals are in place.
Following his live session, Michael joined the Networking Lounge for Q&A with attendees. Catchup here!
(Master Class) The Next Level of Estate Planning: Trusts, Tax Strategies, and More: Are you ready to take estate planning to the next level in eMoney? Learn the landscape of complex estate planning using advanced planning techniques, creating a practical approach that captures the objectives and emotions of your client’s financial legacy.
Other breakouts:
(Fundamental) Life Insurance for the Future: Planning Today for Peace of Mind Tomorrow
(Master Class) The Complete Financial Picture: A Case Study on Managing Risk and Investments
(Sponsor) Nationwide | Total Retirement Income Planning
