Plan Comparison: Understanding Your Options

Compare Plans for Clients with eMoney’s Plan Comparison Tool! Sit down with Advisory Training Specialist, Chris Beaver, to learn more about how you can add and see the impact of Goals in real time, and the relationship this tool has with other key eMoney features. 

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.