October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.
RADNOR, Pa. – July 30, 2020 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual, offering three days of insights, networking, coaching and learning from Oct. 19-21, 2020.
“We’ve reimagined Summit into an interactive, virtual event, creating something truly special,” said Susan McKenna, head of marketing and business development at eMoney. “You can expect the exceptional Summit experience that eMoney is known for transformed into a new, virtual environment. We want attendees to step away from their normal schedules and immerse themselves in the eMoney ‘Power to the Plan’ experience.”
Now in its sixth year, the annual event attracts more than 1,000 of the industry’s finest financial professionals from across the country. In addition to hearing from a dynamic and inspiring group of keynote speakers, attendees will receive exclusive updates on eMoney’s product vision and roadmap. They will also have access to extensive opportunities and resources for learning and development, including virtual product kiosks, more than 1,000 virtual one-on-one training sessions with eMoney coaches and 12 hours of CFP® Continuing Education courses. To maximize their time, attendees can personalize their experience by choosing to attend the sessions most interesting and relevant to their businesses.
“From collaborative training sessions, to engaging keynote speeches, new research and thought leadership, the resources available at this year’s Summit will enable attendees to leave as better planners,” said McKenna.
Sponsored by various industry partners and leading tech providers, the three-day event will offer more than 70 sessions. Highlights include:
eMoney leadership will share new research and insights on the trends that have taken over the wealth management space and how planning will continue to be the driving force for change in our industry.
Unique experiences and entertainment
Summit attendees will be able to interact with the eMoney team, ask questions during sessions, and participate in live chats. Summit will also supply interactive surprises and fun throughout the event, including:
Early bird registration is available for a limited time. To view the entire agenda, get more information about the Summit or to register, please visit https://info.emoneyadvisor.com/summit-2020.
For real-time updates on the Summit, follow eMoney on Twitter (https://twitter.com/eMoneyAdvisor) or search the hashtag #eMoneySummit20.
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve 4 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.
5W Public Relations