Webinar Recap: Your eMoney Planning Toolbox

In this session, we reviewed all the planning tools available in the eMoney platform and demonstrated how they can be used together throughout a client’s lifetime, starting from a young professional in Foundational Planning and ending with showing estate distributions in the Decision Center.

Additional resources:

• Cash Flow Overview in Decision Center
• Decision Center Techniques
• Life Insurance Gap Analysis in Foundational Planning

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.