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. – Oct. 11, 2021 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced new details for the eighth annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Taking place during Financial Planning Month, the 2021 Summit will be held virtually Oct. 25-27 and will focus on the theme “Planning with Purpose.”
Joining Jay Shetty as a keynote speaker is Marci Rossell, expert economic forecaster, former CNBC chief economist and co-host of SQUAWK BOX. She will discuss America’s current and future role in the global economy, factors responsible for recessions, how Washington influences Wall Street and the markets, and the specific forecast for the U.S. economy over the course of the next 18-24 months.
Also added to the agenda this year is the Pro Bono Challenge, an initiative launched in partnership with the Foundation for Financial Planning (FFP) to encourage attendees to become pro bono planners. The first 100 advisors to sign up for the challenge will receive access to eMoney’s financial planning and wellness mobile application, Incentive. eMoney will also offer pro bono financial planning training for continuing education credit at Summit.
In addition to hearing from industry experts and inspirational speakers, the three-day fully virtual experience will feature exclusive research and industry insights from eMoney leaders, more than 1,000 one-on-one training sessions with eMoney coaches, 12+ hours of CFP® Continuing Education courses, and on-demand entertainment such as golf demonstrations, yoga, mixology and a scavenger hunt.
The content is curated for advisors, planners, office administrators and marketing professionals of all levels with sessions focused on planning, marketing, financial wellness and more. Highlights include:
“We’re excited to build on the success of the 2020 virtual Summit and deliver another exceptional experience this year. We’re really looking forward to connecting with our clients and helping them uncover how they can plan with purpose,” said Susan McKenna, head of marketing and business development at eMoney.
The 2021 eMoney Summit is proudly sponsored by Fidelity Investments, Charles Schwab, Wealthbox, Redtail, Orion, Allianz, Jackson National, and Black Diamond Wealth Platform.
To view the entire agenda, get more information about the Summit or to register, please visit emoneyadvisor.com/summit2021/.
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 77,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
5W Public Relations