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eMoney Weekly Webinar: Reframing Estate Conversations

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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ET

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Take a look at this week’s webinar, Reframing Estate Conversion. Estate conversations don’t need to be a negative topic with your clients. In this session, we show you how to change the narrative using eMoney.

Topics Covered

  • Sample Clients – The Steins
  • Using the Distribution Center
  • Creating a Basic Estate Plan Presentation

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Continued Learning

Is there a specific eMoney product or feature you want to learn more about? We may have a live training workshop in your area or an upcoming training webinar that covers your questions! Check out our training schedule here. 


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