Upcoming Webinar: Incentive—Reaching Clients Through Financial Wellness in the Workplace
Standing out and reaching a population in need are top priorities for financial professionals today. Join eMoney for a live… Read More
Insights and best practices for successful financial planning engagement
Learn more
• eMoney Communications Team • February 18, 2021
With the changing political situation in America and recent transition to the next administration, it is possible that tax laws will change.
Join us on Thursday, March 4 at 2:00 p.m. ET for our next CE session, Tax Legislation Projections in a New Era (1 CFP® CE Credit).
During this session we’ll share commentary on potential tax legislation that we may see in the future and how financial professionals can help their clients plan for a successful tax filing next year. We’ll also discuss how to use eMoney to facilitate engaging conversations around tax planning and potential tax changes.
Can’t make it to the live session? Click here to view and register for upcoming Continuing Education webinars.
You may also be interested in...
Standing out and reaching a population in need are top priorities for financial professionals today. Join eMoney for a live… Read More
Home offices work hard at creating a successful environment for their financial professionals. Everything from the culture you create to… Read More
In part 1 of our 3-part webinar series, we discussed the benefits of financial planning and marketing and how they work together. Read More
Hear from your peers as they walk through their real life examples to help you with your planning and marketing efforts in 2021! Wednesday, March 10 at 2:00 p.m. ET
REGISTER NOWa new source of expert insights for
financial professionals.Get StartedTips specific to the eMoney platform can be found in
the eMoney application, under Help, eMoney Advisor Blog.