Elevate Your Practice: The Power of Client Portals in Financial Planning
In the competitive world of financial planning, staying ahead means leveraging technology to empower both you and your clients. Client… Read More
Webinar Replay: The Impact of Financial Education and Literacy on Client Success–A Panel Discussion
• eMoney Communications Team • April 2, 2021
Updated on: August 25, 2021
Did you know that approximately $415 billion was lost in 2020 due to a lack of financial education?1
Watch our recent webinar to hear from our panel of financial education and literacy experts as they discuss the importance of access to quality financial education as a key factor in achieving financial success.
During this webinar, you’ll learn strategies for sharing financial education across clients of all ages, backgrounds, and financial situations, and how eMoney can help you provide this much needed information.
*CE credit is not awarded for watching the webinar recording.
1 “Survey: Cost of Financial Illiteracy in 2020 .” National Financial Educators Council, 2021. https://www.financialeducatorscouncil.org/financial-illiteracy-costs/.
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