How will the future of planning be impacted by the continually evolving needs and expectations of investors?
Learn how advisors will need to shift accordingly to deliver experiences that capture—not only share of wallet—but also the hearts and minds of their clients at the seventh annual eMoney Summit in Washington, D.C. from October 18 to 21.
We’ll explore how advisors are leveraging technology, evolving processes, and driving efficiencies in their business to power the plans of the future and deliver a client experience that exceeds expectations.
At the eMoney Summit You’ll Find:
eMoney training for every level of experience.
You’ll leave the Summit with pages full of actionable strategies and eMoney best practices you can use to supercharge your office’s growth.
Speakers who inspire you to reach for new heights.
Our speakers do more than help you discover strategies for improving growth—they inspire you to take the right steps to take your business to the next level.
Ample continuing education (CE) opportunities.
With hours of financial planning, practice management, and qualified technology CE sessions, we make it easy for you to earn CE credits approved by the CFP® Board and stay at the forefront of financial planning and innovation.
Over 100 members of the eMoney team there to support you.
Speak with everyone at eMoney, from product developers to financial planners to marketing experts to trainers, and get answers to your most pressing questions—live and in-person.
More networking and peer learning opportunities than ever before.
Build connections across the industry and discover new ways to transform your business model with practice management tips.