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Our popular annual event will help you maximize your success with eMoney and gain meaningful skills to enhance your practice.

At this year’s event, which will be held October 16-18, we’ll explore the space beyond the plan where evolving client expectations meets the delivery of your expertise to provide a truly personalized financial planning experience.

Registration for the 2023 eMoney Summit is now open.

REGISTER HERE

If interested in sponsoring, please contact advisorsummit@emoneyadvisor.com

Is the 2023 eMoney Summit a virtual event?

Due to the positive feedback we received from attendees last year, the 2023 eMoney Summit will be virtual.

Is there a deadline for registration?

Registration opens on April 25, 2023, and ends on October 12, 2023.

What is the registration price for a ticket to Summit?

The full ticket price to attend Summit is $500. However, we are offering early bird pricing through June 30 for $399. Following this promo period, summer pricing at a rate of $450 will be in effect through September 21 at which time it will rise to the full ticket price of $500.

Do you offer ticket discounts for firms?

We offer discounted rates for purchasing 10 or more tickets together. For more information, please email advisorsummit@emoneyadvisor.com.

Will I have an opportunity to earn CE credits?

This year attendees have the opportunity to earn up to 16 CE credits.

Where can I get more information?

For more information, please email advisorsummit@emoneyadvisor.com or follow #eMoneySummit2023 on social media for updates and notifications. Agenda and speaker details are coming soon.

"eMoney is one of the few resources that helps me plan not only in a cash flow basis for those that are in transition – but also planning more for that goal-based longer term solution."
James Werner, Co Company Name
"eMoney is one of the few resources that helps me plan not only in a cash flow basis for those that are in transition – but also planning more for that goal-based longer term solution."
James Werner, Co Company Name
"eMoney is one of the few resources that helps me plan not only in a cash flow basis for those that are in transition – but also planning more for that goal-based longer term solution."
James Werner, Co Company Name