Live Webinar - Thursday, December 4, from 2:00 - 3:00 p.m. ET

Using Bonds to Align Income, Risk, and Client Goals (1 CFP® CE Credit)

Join our webinar designed to empower financial professionals with actionable strategies for integrating fixed income into holistic financial plans. Discover how bonds can support retirement income, optimize yield, and align with client goals through goal-based planning. Learn how to leverage tools like Fidelity Bond Beacon to construct portfolios, manage risk, and model cash flows effectively. This session will include case studies, practical insights, and live Q&A to help you elevate your planning approach.

Speakers

Steve Levis

SVP, Financial Planning

eMoney

David Hays, CFA®

Vice President, Lead Fixed Income Strategist

Fidelity Investments

Brian Donnelly, CFA®

Vice President, Lead Fixed Income Strategist

Fidelity Investments

Blair Ridley

Vice President, Electronic Fixed Income Product Consultant

Fidelity Investments

Please register by completing this form.

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CFP Board ID

Required to receive CFP CE Credit

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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.