Webinar Recap: Education and Expense Planning

Large expenses require careful planning to be able to achieve, while not derailing other goals. In this week’s session, we covered how eMoney can help your clients plan to save and afford those expenses accurately.

Additional resources:

• Funding Expenses in eMoney
• Goals vs. Expenses
• Customized Living Expenses Periods

Looking for more eMoney training opportunities?

Check out how you can register for our upcoming Master Series webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.