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Summit 2023 Go Beyond Planning

Beyond the Plan

Join us virtually from October 16-18 to learn how to enhance your value as a financial professional and provide the personalized experiences clients are seeking while unlocking your full potential as a trusted partner.

Register Today!

Beyond the Plan

As client expectations continue to expand, financial professionals must evolve to ensure the value they offer keeps pace. No matter where the client is on their financial journey, having the capability to understand and adapt to their financial planning needs is crucial. By exploring the space beyond the plan—where technology, financial psychology, and commitment to service meet—advisors can enhance their value and provide the personalized experiences their clients are seeking while unlocking their full potential as a trusted financial partner.

Summit Hype Video
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Why Attend

Be the Change that Makes a Difference

As client expectations continue to expand, financial professionals must evolve to ensure the value they offer keeps pace. This conference is designed to help you overcome these challenges and over the course of three days, attendees will hear research and insights on everchanging client expectations, examine the role of technology, service and financial psychology in personalization, and learn how to apply these insights into action that enhances your value.

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CE Credits

Earn CE Credit with Industry Experts

The eMoney Summit is designed to help financial professionals and firms of all sizes improve performance, enhance client satisfaction, and grow their business. This year, Summit attendees will have an opportunity to earn up to 17.5 CE credits (pending CFP CE credit approval) where eligible.

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Virtual Benefits

1:1 Virtual Consultations Available in Addition to 30+ Session Options

In addition to our expert-led CE and Breakout sessions that have been specifically designed around our user’s most searched topics, Summit attendees also have the opportunity to schedule a virtual one-to-one personalized coaching session that addresses their unique business goals.

Pricing Options

Individual Registration


$500 per person!

We’re excited to see you for the 2023 summit!

Show Me Individual Registration

Firm Registration


$160 per person!

(price decreases the more registrations you purchase)!

We’re offering discounted pricing to firms who plan to register 25 or more people.

Contact Us for Firm Registration

2022 Attendee Testimonials

The virtual experience with the mini fast paced training on what the software can do was very helpful. Love that there was mini training on all the various planning topics. Very well organized.”

What I enjoyed most about the eMoney Summit was the speakers that spoke about how to keep existing clients and gain the clients friends and family. Also, how to stand out from other companies and advisors.”

I liked the Proprietary Research on Consumer Expectations panel discussion. It’s great to see what our clients and potential prospects are looking for.”

Although a power user, every session gave me something new and I appreciate it.”

How do you plan to go beyond?

Register now and don’t miss out!


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

Opportunities are available to join our valued sponsors. Contact

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