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Encourage ongoing engagement.
Once advisors have adopted the software into their business, support continued usage among your field.
See how we position special offers and highlights for our upcoming annual eMoney Summit, connecting the industry's top financial professional with our trainers, planners, developers, and more, to help users master eMoney and develop strategies to help them win with their clients.
Email: Earn Up To 20 CE Credits*
This just in—20 CE credits spread across 19 sessions* have been officially approved by CFP Board for the 2025 virtual eMoney Summit, our highest CE offering to date! Whether you’re looking to sharpen your technical skills or elevate your client conversations, this year’s breakout sessions are designed to…
Email: Preview the 2025 Summit Schedule
Our highly anticipated agenda for the 2025 Summit is here! Don’t forget to lock in the lowest rate available before June 20, the final day of Early Bird pricing.
Email: Summit Theme – Tomorrow’s Planning, Today
For 25 years, eMoney has led the industry through innovation, insight, and a relentless commitment to progress. At this year’s eMoney Summit, we’ll explore what’s next—because tomorrow’s planning starts today.
Email: 2025 Summit Registration is Open
Registration is officially open for the virtual 2025 eMoney Summit, happening October 20-22! This year’s theme, Tomorrow’s Planning, Today, celebrates 25 years of innovation and the continued evolution of financial planning. eMoney has always been one step ahead—anticipating, developing, and delivering solutions that empower financial professionals to build strong relationships, strong businesses, and even…
Video: Tomorrow’s Planning, Today
This 40-second video explains the theme of the 2025 eMoney Summit – Tomorrow’s Planning, Today. Throughout 25 years of countless changes—in our industry, in our society, and in our world—eMoney has always been one step ahead, anticipating, developing, and delivering financial planning solutions that make an impact. Today, we remain…
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