Communications Resource Center
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Communication support for your advisor base. Learn more
Date Sent: Tuesday, July 22, 2025
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This email template offers a suite of resources to help financial advisors enhance tax-efficient planning and support client wealth-building. It features a guide on modeling Roth conversions by filling tax brackets, a podcast series on optimizing and illustrating Roth strategies in eMoney, a legislative update on the One Big Beautiful Bill Act, and a sample client demonstration to showcase strategic planning in action.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.