Building a Nest Egg and Making it Last (Training Webinar)

Building a Nest Egg and Making it Last

In this week’s webinar, we go through how to create a comprehensive retirement plan for clients using eMoney, taking you through all the necessary steps, including building out the client’s:

  • Assumptions
  • Investments
  • Income
  • Expenses
  • Savings

We’ll also take you through the outputs created during this process, such as retirement reports and interactive planning modules, providing tips on how best to showcase eMoney’s many capabilities to your clients.

Watch the Recording

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page and select the Webcasts tab.