Arrow Icon

Webinar Recap: June 2021 Product Updates

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More

Webinar: Setting Marketing Goals for the Win on Tuesday, August 17 at 2:00 p.m. ET

Register Now

In this session, we reviewed June’s product enhancements – including tax and sample clients updates. Then, Josh Belfiore from our Product team joins to discuss the eMoney planning vision and planning product roadmap, focusing on presentations and reports, facts, and Decision Center.

Additional Resources

Looking for more training opportunities?

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. View all your July Training Opportunities here.


Related Posts