for expert insights on the most pressing topics financial professionals are facing today.
Join us for Assessing Your Financial Planning Strategy (Part 1) on Thursday, May 20, at 12:00 p.m. ET
In this session, we reviewed which features in the platform help you to connect with other eMoney users, industry professionals, and clients, as well as how to use these features to stay organized and collaborate during the planning process.
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.