The beginning and end of the year can be a very busy time in our lives, especially in the financial planning world. Join us to learn how you can use eMoney to finalize the end of a year of planning, and begin the new year on the right foot in terms of client information, goals, and objectives.
Jump ahead by referring to the chapter timestamps below:
- Reviewing Important Data 2:41
- End of Year Review and Verification 4:36
- Adjusting Tax Assumptions 8:08
- Making Tax Adjustments 9:49
- Checking Insurance Policies 12:57
- Managing Living Expenses 18:05
- Viewing the Client Website 20:54
- Onboarding Options 22:48
- Client Website Overview 24:15
- Organizer and Data Update 25:04
- Assigning Client Tasks 28:43
- Delivery Options and Vault 40:36
- Managing Generated Presentations 44:55
- Managing User Guides and Folders in the Vault 49:25
- Feedback and Key Takeaways 51:58
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Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.
