As we head into the summer months and clients begin taking vacations or are busy spending time with their kids, who are home from school, it’s a great time to take advantage of all the world-class conferences the financial industry has to offer.
And with eMoney planning several exciting product and enhancement releases this summer, like Lead Capture and a Client Site redesign, there’s never been a better time to talk to an eMoney rep in person to learn first-hand how these updates will help improve your business.
Some great upcoming events we’ll be attending include In|Vest in New York City from July 11-12, where we’ll showcase a new product demo; and LPL Focus in Boston, Mass. from July 30-August 2, where we’ll have a huge presence of training specialists and client engagement and sales reps located at our booth.
Find a full list of the events we’ll be attending below. And, as always, be sure to stop by and say hello if you’re attending any of these great conferences as well.
|Fidelity Inside Track||June 21-22||San Francisco, Calif.|
|Wealth Management Symposium||July 10-12||Denver, Colo.|
|In|Vest||July 11-12||New York City, N.Y.|
|Cetera Advisor Networks||July 13-16||National Harbor, Md.|
|2017 First Allied Connect Conference||July 18-21||National Harbor, Md.|
|Private Wealth – Central State||July 25||Nashville, Tenn.|
|LPL Focus||July 30 – August 2||Boston, Mass.|
|Fidelity Inside Track||August 8-9||Dana Point, Calif.|
|NPH National Conference||August 20-23||Nashville, Tenn.|
|Lincoln Financial Staff Forum||August 23-24||Dallas, Tex.|
|Insiders Forum||September 6-8||Nashville, Tenn.|
|QUAD A Conference||September 10-12||Chicago, Ill.|
|eMoney Advisor Summit||September 25-27||Scottsdale, Ariz.|
And even though it’s still a few months away, don’t forget to register for our biggest event of the year! The 2017 eMoney Advisor Summit is taking place on September 25-27 in Scottsdale, Ariz. Hope to see you there!