FAQs

Monday, October 21 – Wednesday, October 23

Yes! We’ve found that holding the Summit virtually expands the opportunity for attendance and enables greater flexibility for our attendees.

Registration is now open.  Click here to register!

The full ticket price to attend Summit is $565. However, we are offering early bird pricing through June 28 at $465. Following this promo period, summer pricing at a rate of $515 will begin and run through September 24 after which it will rise to the full ticket price of $565.

Yes! Please contact us at advisorsummit@emoneyadvisor.com for firm pricing.

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.

Registration gives you full access to all three days of the virtual eMoney Summit and includes:

• Access to mainstage sessions, breakouts, panel discussions, and other event activities
• One individual training session with an eMoney expert for each registrant
• Access to recorded presentations and materials after the event (for a limited time)

When the agenda is available, it will be posted in the Agenda tab where you can learn more about our general sessions, CE-eligible breakout topics, keynotes, and more. Be sure to check back, as we’ll release new information on speakers and sessions as we get closer to the event.  Keynote speakers, panel discussions, and networking opportunities for attendees will all be included in the online event.

Yes! The virtual 2024 eMoney Summit will feature breakout sessions led by eMoney experts from the Training, Financial Planning, and Marketing teams. You’ll also have the opportunity to schedule a one-on-one session to cover any eMoney topics you need support on.

Yes! You can livestream the event or view sessions on demand.

Note: To receive CE credits, you must attend the live online session. The availability of presentation recordings is dependent on speaker approval.

Yes! You will have the opportunity to interact with and ask questions of presenters throughout the event.

During registration, make sure to complete the question, What is your CFP Board ID?, with that information, we can report your credits to the CFP Board on your behalf.  Once the session has ended, you will be able to download your CE certificate.

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

By attending a different breakout at each time slot offered, attendees can earn up to 15 CFP® CE credits (pending approval), including two credits for attending the CFP Board of Ethics two-hour presentation.

Note: Attendees must be present for the entirety of the presentation to be eligible for CE credit.

This page provides a complete list of other designations (beyond that of CFP® professional) that qualify for CE credits.

Yes, to receive credits, you must arrive at the live session on time and stay for its entirety.

That’s okay! Registration includes access to recorded presentations and materials after the event so you can catch up on our educational content when it works for you. However, to obtain CE credits, you must attend the sessions live.

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: The last day to cancel and receive a refund is August 31. You must contact eMoney by email at advisorsummit@emoneyadvisor.com to cancel.

Visit our Events Page to stay up-to-date on future events and webinar opportunities. And be sure to watch for our emails, which often include exclusive notices of our sponsored events and webinars.