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On Demand

Meet CoPlanner and Foundational Planning

Speakers

Joshua Belfiore

Director, Product Management Advisor Experience

eMoney

John Costello

Senior Business Analyst

eMoney

Two new releases, one shared mission: to help you plan faster, serve more clients, and elevate every interaction.

Join eMoney experts as they show you exactly how to put these tools to work from day one.

  • Save time
  • Scale advice
  • Improve plan quality
  • Grow your business

Why You Should Attend

Learn how to fully leverage these new tools, built to give you more time, more control, and more capacity to deliver high‑impact advice.

  • Build plans up to 48% faster (based on 2025 beta research)
  • Instantly review multiple strategy options
  • Maintain full control over every recommendation
  • Spend more time engaging clients, not building plans

What You’ll Walk Away With

  • A clear, step‑by‑step process for how to utilize these new tools
  • An understanding of how CoPlanner evaluates planning techniques
  • Practical demos from eMoney product and planning experts
  • Strategies to boost efficiency and strengthen client engagement

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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