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.

Listen Here

Watch the Recording

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.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A two-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.