Thursday, November 5 at 2:00 p.m. ET In this session, speaker Craig Lytle CFP®, M.B.A, CLU® will discuss the difficulties of being in the Sandwich Generation, where individuals find themselves providing support to their children as well as their parents at the same time.

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CE Webinar: Stuck in the Middle Between Children and Elders - The Sandwich Generation November 5th, 2:00pm ET

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Webinar Replay: Applying the Financial Planning Process Throughout the Client Lifecycle

eMoney Communications Team August 5, 2020

lifecycle financial planning

The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging environment where advisors and clients can effectively collaborate on their plans.

Watch the webinar below to hear from Brandon Heid, CFP® and Brett Tharp, CFP® from eMoney’s Financial Planning Group, as they discuss how to best leverage eMoney at each step of the planning process and each stage of the client lifecycle to efficiently and comprehensively serve your clients through all the stages of their financial lives.

*CE credit is not awarded for watching the replay

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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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.