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2023 eMoney Summit – Thinking about attending but also looking for live interaction?

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

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At this year’s eMoney Summit, you’ll have powerful new ways to engage with both your peers and individuals from eMoney. Learn how….

  • NEW Live Networking Lounge | Join our first-ever live virtual networking lounge to engage in open conversation with others in your industry about how you go beyond the plan. This forum allows you to learn best practices and potential new ways to leverage eMoney.

  • NEW Limited- Space Roundtables | This year, attendees can pre-register for one of seven live interactive, moderator-hosted round table sessions. Cameras and microphones will be turned on, and participants are encouraged to speak openly with your peers about a designated topic such as Client Service Wins on the Portal, Common Hurdles & Creative Solutions, and Incorporating Financial Psychology into Your Practice.

  • 1-on-1 Live Coaching Sessions | In addition to our expert-led CE and breakout sessions, you can also schedule a virtual one-on-one personalized coaching session that addresses your unique business goals. These appointments are entirely led by you with an expert familiar with your version of eMoney.

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