Live Webinar - Thursday, February 12 from 2:00 - 3:00 p.m. ET

Looking Back to Look Forward: A 2025 Recap (1 CFP® CE Credit)

Now that the new year is here, eMoney is pausing to reflect on where we’ve been, and where we’re headed. Join leaders from eMoney’s Financial Planning and Product teams as they share key research insights and product enhancements from 2025. Get a preview of what’s ahead in 2026 and how eMoney continues to advance collaborative planning, helping advisors move beyond traditional approaches to support their clients better.

Speakers

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

Manager, Financial Wellness

eMoney

Brandon Heid, CFP®

Senior Financial Planning Practice Management Consultant

eMoney

Chad Porche

SVP, Product Management

eMoney

Ricky Illigasch

VP, Product Management

eMoney

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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.