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eBook - Deepening Client Engagement Through a Focus on Financial Wellness

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Webinar Replay: The Impact of Financial Education and Literacy on Client Success–A Panel Discussion

eMoney Communications Team April 2, 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/.

About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)

Join eMoney Thursday, October 7 at 2:00 p.m. ET to explore the power of emotional intelligence and the CFP Board's recent change to its principal knowledge topics.

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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.