eMoney Weekly Webinar Summit Series: Retirement Planning

In this webinar: Retirement Planning, you’ll receive an in-depth look at how to create a core retirement plan from start to finish. Go through best practices for entering client data, creating scenarios, and building a compelling client presentation.   Topics Covered Assumptions Key variables that can impact plan results How to build out recommendations Options for presenting…

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eMoney Weekly Webinar Summit Series: Estate Planning

In this webinar: Estate Planning, you’ll receive an in-depth look at how to create powerful estate plans in eMoney including insight into the best ways to model trusts and tips for creating impactful presentations.     Topics Covered Emerging Affluent Demo Client Walk-through High Net Worth Demo Client Walk-through Creating a Tax-Efficient Estate Plan Maintaining Estate Plans eMoney…

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eMoney Weekly Webinar: Onboarding Someone New to Your Firm and eMoney

In this Master Series webinar, you’ll learn all about onboarding someone new to your firm and eMoney. Take an in-depth look at how to clearly illustrate a client’s life insurance needs and how to effectively present your findings. Topics Covered eMoney Support Orientation: How To’s, Customer Service & Chat Getting Started with emX: Coursework & Additional…

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