Live Webinar - Thursday, February 26, 2026, from 2:00 - 3:00 p.m. ET
Bringing Planning to More People in 2026
The Wealth Management industry faces a host of pressures this year:
- Clients expect faster, simpler digital planning
- Advisors want agile digital tools to meet client expectations
- Fee-based planning pressures are reshaping service models
- Emerging-wealth households continue to grow in demand
Join this session, the first in our new quarterly Next-level Know-how webinar series, to learn how the new planning continuum can start with simple, topical conversations that naturally build toward deeper, more holistic strategies as investors’ needs grow.
Whether you are new to eMoney or a power user, this session will give you a solid framework for bringing more clients into the planning process.
Speakers
Joe Buhrmann, MBA, CFP®, CLU®, ChFC®
Advisory Financial Planning Practice Management Consultant
eMoney
The Wealth Management industry faces a host of pressures this year:
- Clients expect faster, simpler digital planning
- Advisors want agile digital tools to meet client expectations
- Fee-based planning pressures are reshaping service models
- Emerging-wealth households continue to grow in demand
Join this session, the first in our new quarterly Next-level Know-how webinar series, to learn how the new planning continuum can start with simple, topical conversations that naturally build toward deeper, more holistic strategies as investors’ needs grow.
Whether you are new to eMoney or a power user, this session will give you a solid framework for bringing more clients into the planning process.
About eMoney
