October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

2021 eMoney Summit
Frequently Asked Questions

Why Attend  |  Firms  |  FAQs  |  Register

 

When will the 2021 eMoney Summit event take place?
Monday, October 25– Wednesday, October 27, 2021.

Is the 2021 eMoney Summit being held virtually?
Yes. The 2021 eMoney Summit will be an entirely virtual event.

When will registration open for the virtual event?
Registration is now open. Click here to register! 

Will the eMoney Summit continue to be hosted virtually?
While we are very disappointed that we will be unable to gather in person this year, we are exploring opportunities to host the 2022 eMoney Summit in-person.

Can I attend just part of the event?
The 2021 eMoney Summit does not offer individual or partial day virtual passes. We recommend attending the full digital event to make the most of your time and investment.

What is the cost to attend?
Details regarding the price of attendance are available here.

Are there any discounts available if registering with a group or team?
Yes! We’re offering Team Discounts for groups between two and nine people, registering at the same time for the Summit together. Each person registered will receive a 5% discount automatically applied to their ticket during registration. There is no promo code needed. Just select Add Person once you get to the registration Summary page.

Are there any discounts available if registering a firm with 10+ people?
Yes! Click here to learn more on pricing for Firm Registrations.

Can you bill me for the cost of registration?
Payment is required to complete your registration and can be made using all major credit cards via our secure payment processing site. Please contact us at advisorsummit@emoneyadvisor.com if this is an issue for your firm.

What’s included in the registration?
Registration gives you full access to all three days of the eMoney Summit and includes:

  • Access to general sessions, breakouts, round table discussions, and other event activities
  • One individual training session for each registrant
  • *Access to recorded presentations and materials for one year after the end of the event

*Availability of presentation recordings are dependent on speaker approval.

Where can I find the agenda for the virtual 2021 eMoney Summit?
We are working to confirm speakers and agenda details for the conference. Just as our in-person conference includes keynote speakers, panel discussions, and networking opportunities for attendees, these experiences will be a part of the online event.

Will I have opportunities to interact with eMoney trainers?
Yes! The virtual 2021 eMoney Summit will feature breakout sessions led by eMoney experts from the Training, Financial Planning, Marketing, and Development teams.

Will I be able to access the content on-demand?
Yes! You can live stream the event or view sessions on-demand.

Note: In order to receive Continuing Education credits, you will need to attend the live online session.

Will I have the opportunity to ask questions during sessions?
Yes! You will have the opportunity to interact and chat your questions to presenters throughout the live event.

How do I receive Continuing Education credits?
During registration, make sure to enter your CFP Board ID on the Registration Information Page. With that information, we can report your credits to the CFP Board on your behalf.

Note: You will need to be online for the entire session to receive credit. Our Financial Planning team will reach out to you 1-2 weeks post-Summit to confirm that your CE credits were submitted.

How many Continuing Education credits can I earn? And what designations qualify for Continuing Education credits?
Attendees will have the opportunity to earn up to 12 CFP® CE Credits. To obtain CE credits, you must attend the live online session. After the event, we’ll report your attendance to the CFP Board, and you will receive confirmation when credits are awarded.

Important Note: Due to CFP® Board requirements continuing education credits for the 2021 eMoney Summit must be submitted in whole credit hours. This means, when selecting .5 credit hours sessions you must pair two together to receive a continuing education credit.

We’ll also send certificates of completion to attendees, which you can use to self-report your attendance to the governing body that oversees your additional designation(s).

What if I am unable to attend all days of the event?
That’s okay! Registration includes access to recorded presentations and materials for one year after the end of the event. So you can catch up on our educational content when it works for you!

What is the cancellation policy?
While we’d hate to see you cancel, we understand that life sometimes throws you a curve ball. Check out our Terms and Conditions for full details. Please note: You must contact eMoney by email at advisorsummit@emoneyadvisor.com to request a refund.

I’m unable to attend, but I would like to learn more about future events.
Visit our Events Page to stay up to date on future event and webinar opportunities. And be sure to keep an eye out for emails from eMoney’s Communications team, which often includes exclusive notices of our sponsored events and webinars.

 

REGISTER NOW

RETURN TO HOMEPAGE