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October 19 - 21 Discover new ways to transform your business models, deliver value, and generate more successful outcomes for your clients at the seventh annual eMoney Summit from October 19 to 21.

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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 Series: Insights and Best Practices for Planning During Times of Disruption

eMoney Communications Team March 26, 2020

During times of disturbance and uncertainty, it’s easy to lose sight of the plans you have put in place to protect your future. This can be said for you and your clients. Join eMoney for a three-part webinar series that progresses from insights to actions to help you effectively engage your clients and secure their trust in you.

Webinar #1

Maintaining Business Continuity: What You Can Do Today to Solidify Client Relationships Tomorrow

Join eMoney’s CEO, Ed O’Brien, along with Jess Liberi, Head of Product, and Matt Schulte, Head of Financial Planning, for a discussion on the state of the industry and how eMoney can help firms instill confidence during times of market volatility and the COVID-19 pandemic.

 

Webinar #2

When in Doubt, Plan: Using eMoney to Guide Your Clients Through Uncertain Times

Connor Sung, CFP®, Manager, Financial Planning Practice Management Consulting, takes you through specific features of the eMoney platform that you can use to virtually connect with your clients today and help them plan for a more secure future tomorrow.

 

Webinar #3

Keeping Clients Engaged & Informed During the COVID-19 Pandemic

In times of crisis, advisors have a unique opportunity to provide the guidance their clients desperately need. Join marketing and communications experts Val Rivera and Brynn Dougherty as they share best practices for using Advisor Branded Marketing to communicate with your clients and forge stronger, more solid relationships as a result.

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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2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

Learn More
2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

Learn More

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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.