Live Webinar - Thursday, September 10, 2026, 2:00 p.m. - 3:00 p.m. ET

Planning Beyond the Unexpected: Safeguarding Clients' Futures with Insurance (1 CFP® CE Credit)

Explore how to model real-life events using planning tools and what-if scenarios to bring insurance conversations to life. Gain valuable insights into the emotional impact these scenarios can have on clients and their financial plans. In this session, you’ll learn how to evaluate existing insurance coverage, identify potential gaps, and apply effective financial planning strategies to strengthen client plans. Discover practical ways to increase client confidence and understand how strategic insurance planning supports long-term financial success.

Speakers

Chris Beaver

Senior Training Specialist

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.