2018 eMoney Summit: More Training Opportunities Than Ever Before

After the 2017 eMoney Summit, we asked, “What would you like to see next year?” And resoundingly, your answer was: “More training opportunities!”

So this year, we’re adding even more training opportunities right from the start. This year’s event features breakout sessions (twice as many as last year), advisor roundtables, and over 200 one-on-one training opportunities.

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Training Customized to Your Needs

This year’s conference features twice the number of eMoney breakout sessions–you’ll have more opportunities to receive hands-on eMoney training and best practices from your peers.

Get the personalized help you need from an eMoney expert–choose from over 140 one-on-one training sessions.

Here are just a few of the eMoney breakouts available starting day one!

Financial Planning and Advisor Best Practices

  • Taxes in eMoney
  • Estate Planning
  • Retirement Planning
  • Monte Carlo
  • eMoney in your Office
  • The Future of Aggregation

Client Experience

  • Client Experience: Client Site Goals, Lead Capture
  • The Interactive Meeting
  • Advisor Branded Marketing

Product Development

  • Product Feedback: Integrations
  • Product Feedback: Client Site
  • Product Feedback: Essential Planning
  • Product Feedback: Advisor Branded Marketing
  • Technology Quality Assurance: Under the Covers

*This training schedule is subject to change.

Learn from eMoney power users, and other eMoney users located near you, in two new Advisor Roundtables!

These sessions were inspired by the incredibly positive feedback we received on last year’s “Learn from your Peers” sessions and provide an opportunity to not only learn real-world best practices but to create lasting contacts for discussing how you’re using eMoney in your businesses?

Expanded Continuing Education Opportunities

Take the opportunity to complete a minimum of three CE credits at the Summit. As we are an active CFP® CE sponsor, our financial planning sessions provide a comprehensive overview on a variety of topics.

CFP® Tip: Outside of the eMoney summit, we’ve also initiated a new Continuing Education program, hosting monthly CE webinars for our CFP® users. Paired with the eMoney Summit, CE courses provide an immense value to certified eMoney clients.

With more hands-on training, peer learning opportunities, and CE credits, the 2018 eMoney Summit provides more value than ever before… and did we mentioned the industry experts, nine keynote speakers, an eMoney Product Roadmap session, and Hack Your Practice event?

Still not ready to register?

Check out the 2018 Summit website!


Early bird pricing available until May 31: $899 (regularly $1299)

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.