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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Webinar Replay: Rise of the FlexGen – Join the Movement

FlexGen – An advisor who is forward thinking, embraces change, loves learning, challenges conventions and believes in helping clients achieve their life goals. Please enter your information to gain access to watch the webinar below. You’ll hear from Alex Roe, eMoney’s Director of Product Marketing & head of market research efforts, to learn about an…

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