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On Demand

Looking Back to Look Forward: A 2024 Recap  (1 CFP® CE Credit*)

Speakers

Chad Porche

Chad Porche

SVP, Product Management

eMoney Advisor

Ricky Illigasch

Ricky Illigasch

VP, Product Management

eMoney Advisor

Chris Mauriello

Chris Mauriello

Senior Financial ​Planning Practice Management Consultant

eMoney Advisor

Emily Koochel, PhD, AFC®, CFT-I™, BFA™

Manager, Financial Wellness

eMoney Advisor

Looking forward to a new year of financial planning? Join experts from the eMoney Financial Planning and Product leadership teams as they recap key research findings and feature developments from 2024. Discover what’s on the horizon for 2025 as eMoney continues to foster collaborative planning, empowering advisors to go beyond traditional approaches and better serve their clients.

*CFP Credits not applicable for viewing the recording

About eMoney

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 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
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