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eMoney Training for Every Level of Experience

Visit Heart of Advice

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

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Join us for Assessing Your Financial Planning Strategy (Part 1) on Thursday, May 20, at 12:00 p.m. ET

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Whether you’re a new eMoney user or an expert looking to take your skills to the next level — the 2019 eMoney Summit has a track for you.

Discover how forward-thinking advisors are gaining a competitive advantage, by blending the art and science of financial planning.

Learn more about our Beginner, Advanced, and Continuing Education sessions. 

Sign up by May 31 for Early Bird pricing: $1299 $999.

Beginner Product Training Expert Level Planning

New eMoney users will leave the Summit with all the tools they need to onboard and engage with clients and prospects with eMoney. Learn more.

Expert Level Planning

These advanced classes are designed to push you to a new level of competency that can provide an immediate impact on your practice. Learn more.

Continuing Education

Tons of continuing education! We make it easy for you to meet your continuing education requirements and stay at the forefront of financial planning and innovation. Learn more.

Custom 1-on-1 Training 

Sit down with a professional eMoney trainer and take a deep-dive into a topic of your choice from Beginner to Advanced.

Questions about the 2019 eMoney Summit? Give us a call at 888-362-8482 or send us an email.

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