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eMoney Summit

Our acclaimed annual event is designed to help you maximize your success with eMoney solutions and gain meaningful takeaways to add value to your practice.

Watch 2023 Recap
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Why Attend

Stay ahead of evolving client needs

Dive into three days of game-changing insights, research, and training as you hear directly from eMoney leadership and industry experts on how planning, client expectations, and technology are evolving. At the eMoney Summit, you’ll discover new ways to overcome the challenges facing financial professionals today and learn actionable strategies that you can use to increase client engagement, save time, and enhance your value.

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CE Credits

Earn CE credit with industry experts

The eMoney Summit helps financial professionals and firms of all sizes improve performance, enhance client satisfaction, and grow their business. Summit attendees have opportunities to earn CE credits (pending CFP CE credit approval) throughout the event.

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Virtual Benefits

Various session formats available

In 2023, record attendance confirmed that the eMoney Summit is the best place to connect and engage with industry experts, thought leaders, and peers in the financial services industry. Our CE, Breakout, and Roundtable sessions are specifically designed around our user’s most searched topics. Summit attendees also have the opportunity to schedule virtual one-to-one personalized coaching session that addresses their unique business goals.

By the Numbers




Attendee satisfaction rate


CE Credits Issued

eMoney Summit 2023

Experience Summit 2023 Through Our Recap Video

Get an exclusive look at the most impactful moments and highlights from last year’s Summit in our short video!

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

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

I liked the variation in content and also the CE credit opportunities”

I truly enjoyed the theme especially 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.”

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