Ready for Retirement: Effective Planning with eMoney

Dive into Retirement Planning in eMoney with our very own Senior Financial Planning Practice Management Consultant, Brandon Heid, CFP®. In this conversation, we talk about how to have impactful conversations with Clients and how tools like Foundational Planning, Needs Analysis, and Decision Center can help support retirement planning. 

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.