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Why Attend

Elevate Your Experience
and Build Loyalty

In today’s financial planning landscape, clients expect nothing less than a personalized, collaborative approach where human expertise seamlessly integrates with powerful planning technologies. But as client needs continue to evolve, advisors will increasingly need to leverage new advancements in technology to elevate the planning experience.

Join us at the 2024 eMoney Summit as we explore this intersection of human insight and digital innovation and uncover how you can deliver recommendations that resonate with your client’s unique goals and aspirations, resulting in strong growth and deeper relationships.

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CE Credits

Earn CE Credit with Industry Experts

Uncover new ways to improve performance, enhance client satisfaction, and grow your business while earning up to 15 CE credits.

The eMoney Summit is the perfect opportunity to learn how to master the eMoney platform while earning valuable credits to advance your career to the next level.

Virtual Benefits

Personalized 1:1 Consultations and 30+ Breakout Sessions

In addition to powerful keynote speakers, expert-led CE opportunities, and breakout sessions designed to expand your expertise, attendees can schedule virtual one-to-one coaching sessions that address their unique business goals.

Pricing Options

Individual Registration

$465 per person!
Register now to lock in the lowest pricing available this year.


Firm Registration

$299 per person!
Deep discounts are available when you register 10 or more people.

Contact Us for Firm Registration

Attendee Testimonials

Keynote speakers were incredible; loved the theme, and the panel discussions were great!”

I liked the Keynote presenters. I thought they were very topical given the shift in focus in the industry, and I appreciated the tools they provided for helping me become a better advisor.”

I truly enjoyed the theme, especially in that it pertains to all areas of life just as much as it does for financial planning. The panel was incredibly insightful and bridged together all the sessions with the overarching theme, and I appreciated how seamless it all felt.”

Really enjoyed the speakers. Would love to attend again next year!”

The Best Planning Happens Together.

Register Now and Save!
Early Bird Pricing is available for a limited time: $465

Thanks to Our Partners!


Become a sponsor of this popular event and increase your brand equity among RIAs, broker-dealers, banks, and insurance companies.

Opportunities are available to join our valued sponsors. Contact

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