Summit Breakout Series: Basic Retirement Planning (Training Webinar)

In the “Summit Breakout Webinar Series,” we cover topics that were held as Breakout Sessions at the eMoney Summit.

This webinar discusses the basics of Retirement Planning is eMoney and best practices for presenting your retirement plans to your clients using eMoney’s reports and interactive planning features. We walked you through a model scenario using a sample client in eMoney and build out a retirement plan from start to finish.

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Topics Covered

• How to create a comprehensive retirement plan.
• How to check your work and ensure all your data is correct.
• How to create a deliverable for your client.

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