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Watch On Demand

WHY ATTEND IN 2027

CE Credits

Earn CE Credit with Industry Experts

Earn CE credits through more than 20 sessions that focus on how to apply planning in real scenarios, from building comprehensive plans and improving client engagement, to understanding how your tools work together across your tech stack.

Virtual Benefits

Personalized 1:1 Consultations with eMoney Experts

Get guidance tailored to your business with dedicated one-on-one coaching with eMoney experts. Explore real-world scenarios and leave with clear next steps you can apply right away.

2025 ATTENDEE TESTIMONIALS

“Wonderful experience. Loved the variety of breakout sessions, which kept the topics fresh.”

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

PLANNING FOR WHAT’S NEXT

Join us at the eMoney Summit as we explore how we’re creating a more connected planning experience so financial professionals can meet clients where they are and help them see what’s possible.

BE FIRST IN LINE FOR SUMMIT 2027

Join us next fall, and secure access to the exclusive $465 early-bird rate before registration opens.

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