2026 Virtual eMoney Summit Agenda Preview

The 2026 eMoney Summit agenda is live—giving you a first look at the sessions, learning paths, and experiences designed to help you get more from eMoney and deliver greater impact for your clients.

Areas of Focus

No matter where you are in your eMoney journey, explore sessions designed to help you strengthen your foundation or take your expertise to the next level.

• Foundations: Designed to help advisors power what’s possible from the ground up, these sessions are ideal for newer eMoney users or those revisiting the basics.
  • You’ll explore how to:
    • Build efficient, repeatable planning workflows
    • Strengthen core skills across the platform
    • Apply best practices that support long-term success

• Advanced Strategies: For advisors ready to push the boundaries of what’s possible, these sessions are designed for experienced users looking to deepen their impact.
  • You’ll explore how to:
    • Navigate complex client scenarios with confidence
    • Apply advanced planning techniques across key domains
    • Unlock greater eMoney value from eMoney’s capabilities

Agenda Highlights

eMoney Leadership and Product Vision: As one of our most highly attended and valued sessions, this is your opportunity to hear from eMoney leadership about what’s ahead. Get a first look at upcoming innovations and recent enhancements—so you can plan ahead and maximize your use of eMoney.

eMoney-Led CE Sessions: Earn CE credits while building expertise across key planning topics—from retirement and taxes to estate, insurance, advanced client strategies, and more. With sessions spanning both foundational and advanced tracks, you can tailor your learning experience to your goals.