Sessions

Join CEO Susan McKenna as she kicks off the 12th eMoney Summit. In the opening session, she’ll highlight the inspiration for this year’s Summit: our history, our clients, and our desire to shape the future of planning together.

Join Matt Schulte, Head of Financial Planning and founding member of eMoney, for an insightful conversation about the evolution of financial planning. Draw inspiration from the successful careers of eMoney power users Patti Brennan, CFP®, CEO, Key Financial; Greg Furer, CFP®, CEO and Founder of Beratung Advisors; and James Werner, CFP®, Partner, Wealth Advisor, Waverly Advisors, as they offer their perspective on serving the needs of clients today and into the future.

Join eMoney’s product leaders as they unveil how we’re reimagining the platform to help you plan faster, collaborate better, and deliver more value to clients.

Connect with your peers, chat about the latest trends, and ask whatever’s on your mind in the Networking Lounge.

Visit our sponsors’ booths and the eMoney Experience to learn more about products, updates, and services.

In this keynote, Carl Richards—creator of The New York Times “Sketch Guy” column and a trusted voice in the financial planning world for over 25 years—delivers a transformational experience. Drawing on hundreds of keynote events, thousands of conversations with real people, and the most powerful insights from his new book, Carl weaves live sketching, storytelling, and human truth into an unforgettable session. This isn’t about performance or products—it’s about the emotional side of money, and the real work of advice. The audience will walk away not just inspired, but equipped with language, metaphors, and frameworks to help clients make better decisions and have the conversations that truly matter.

Leaders in all industries find themselves dealing with the challenges of a rapidly changing work environment. This includes management, procedures, technology, generational changes, and more. What can be perceived as rocking the boat, however, is also a great opportunity for growth.

In this motivational experience, Dr. Michelle shares the best-kept secrets for initiating, dealing with, and leading through change. She offers not only the best possible way but also a way that will lead to extraordinary engagement, motivation, and performance.

Dr. Michelle utilizes roleplaying, humor, easy-to-remember tips and tools, and a high level of audience interaction to lead you (the audience) through an experience that will transform the way you lead yourself and others. These tools will be instrumental in navigating through rapid and oftentimes unexpected changes to reach your goals.

You will leave this motivational experience with the best and most practical tools for achieving professional and personal growth through challenge and change to lead yourself, your team, and your organization to new levels of success and performance.

As advisory firms grow and add clients, they inevitably reach capacity limitations, because a financial advisor only has so much time to provide advice and service to clients before they just run out of hours in the day or week, and have to hire more advisor talent. Yet given the cost of advisor talent, advisory firms first and foremost try to lift the productivity of their existing advisors to first generate more with the team they’ve got. In practice, though, firms often don’t focus in the right places to actually generate those productivity lifts.

In this session, Chief Financial Planning Nerd Michael Kitces of Kitces Research will share their latest findings on the four factors that really drive the productivity of advice-centric firms, including the impact of team leverage, face-time with clients, the affluence of the firm’s clientele, and the pricing confidence of the advisors themselves… and in the process, will show how the prevailing focus on AdvisorTech actually plays a remarkably small role in advisor productivity, once advisory firms get the four “big” things right!

In need of CFP® Board approved Ethics CE credit? This program has been designed to educate CFP® professionals on CFP® Board’s Code of Ethics and Standards of Conduct.

As the financial planning landscape continues to evolve, firms must adapt with new skills, innovative tools, and diverse talent to succeed. During this dynamic discussion, panelists will share strategies for enhancing advisor capabilities, creating career pathways that attract the next generation, and strengthening firm culture to support growth at every stage of a career. By embracing inclusion and innovation, firms can take meaningful steps to ensure they are not only preparing for the future of advice but also shaping it.

Moderator:

• Emily Koochel, PhD, AFC®, CFT™, BFA™. Manager, Financial Wellness- eMoney.

Panelist:

• Kellan E Brown- COO / CDO- 100 Women in Finance
• Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®- President, FinServ Foundation
• Hannah Moore, CFP®- Founder of The Externship

Join us for an insightful panel discussion on “Tomorrow’s Planning, Today,” where our distinguished panelists will share their experiences and expertise on the evolution of financial planning and the role of the advisor, the human side of advice, and client needs.

• Connor Sung, CFP®, BFA™, Director, Practice Management, eMoney
• Bob Veres, Publisher of Inside Information
• Celeste Revelli, CFP®, BFA™, Vice President of Financial Planning Integration at Fidelity Institutional®
• Wendy De La Rosa, Assistant Professor at the Wharton School, University of Pennsylvania

Learn how to lead focused, single-goal conversations with ease using the enhanced Needs Analysis tool and help clients make informed, high-impact decisions quickly.

Client portals are proven to drive deeper engagement and better planning outcomes for clients. Explore the latest advancements designed to help you enhance client interaction, streamline collaboration, and build loyalty. See how the eMoney Premium Client Portal and its advanced features can elevate the client experience and help you grow your business.

Join us for an insightful session where we unravel the complexities of annuities and explore strategies to build a reliable income stream. This breakout will equip you with the knowledge and tools to help clients make informed decisions and maximize their financial security.

Learn how to leverage the tax planning functionality of eMoney to uncover opportunities and improve after-tax outcomes for clients. We’ll demonstrate how key reports and planning tools—such as the Income Tax Summary, Decision Center, and What-If scenarios—help advisors identify tax drag, visualize strategies, and guide more informed conversations.

The most effective financial plans embrace the uncertainty of the future. In this session, learn how to use Monte Carlo simulations to highlight potential risks, discover actionable solutions through Insights, and build client confidence with compelling presentation strategies. Explore how to stress-test your clients’ unique financial situations against market volatility and life events—while reinforcing peace of mind.

Join us in exploring the ways Social Security can affect your clients’ retirement goals. By analyzing different strategies through the lens of Advanced Planning and Decision Center, we will build a holistic retirement plan using a Social Security case study.

Maximize the efficiency of estate planning fundamentals by breaking down key concepts including wills, trusts, beneficiary designations, and probate while also learning how to seamlessly incorporate these elements into eMoney to support informed decision-making and long-term client goals.

Learn about the latest eMoney updates and enhancements and how to use them.

Are you ready to take estate planning to the next level in eMoney? Join us as we explore the landscape of complex estate planning using advanced planning techniques, creating a practical approach that captures the objectives and emotions of your client’s financial legacy.

The financial planning profession is undergoing meaningful shifts, driven by advancements in technology, evolving client expectations, and new research insights. In this session, we’ll explore the evolution of financial planning—from its early foundations to today’s dynamic, tech-enabled landscape—and look ahead to the emerging trends shaping its future. Drawing on the latest research from eMoney and exclusive interviews with top industry leaders, we’ll examine how technology is enhancing advisor-client collaboration, personalizing the planning experience, and redefining the value of advice. Join us for a forward-looking discussion on where the industry has been, where it stands today, and where it’s headed next.

Strong client relationships are built on trust—and trust starts with asking the right questions. Join us for this practical session where we’ll explore the science and art behind effective inquiry in the financial planning process. Using a proven framework from our eBook, Candid Conversations: Mastering the Art of Asking Questions, this session will equip you with the tools to turn ordinary conversations into meaningful, personalized client experiences. You’ll learn how to uncover values, navigate sensitive topics, and use open-ended, empathetic questioning to deepen relationships and deliver more relevant advice.

Life insurance is a vital component of any comprehensive financial plan, providing protection and stability when it’s needed most. In this session, we’ll explore how to leverage eMoney to design life insurance strategies that safeguard your clients’ futures and bring lasting peace of mind.

Creating a comprehensive financial plan can be challenging for a variety of reasons. In this 90-minute session, we will use a fictitious client case study to demonstrate how to account for a variety of financial planning topics including cash flow planning, income tax planning, and retirement planning across several steps of the financial planning process.

Creating a comprehensive financial plan can be challenging for a variety of reasons. In this 90-minute session, we will use a fictitious client case study to demonstrate how to account for a variety of financial planning topics including risk management, investment management, and interpreting Monte Carlo results across several steps of the financial planning process.

In this dynamic session, we’ll unveil 25 simple yet powerful tips and tricks to streamline your eMoney experience. Learn more about beloved features you might already know, alongside innovative techniques that will supercharge your efficiency and productivity. We’ll explore all the planning tools, including Needs Analysis, Foundational Planning, and Advanced Planning, so whether you’re a seasoned user or just getting started, this session promises to deliver actionable insights that will make your eMoney journey smoother and more effective.

Designed for newer users, this session will introduce how Decision Center can elevate client meetings by making financial conversations more interactive, personalized, and impactful. We’ll explore using Decision Center to highlight what matters most and the strategies you can apply immediately to create more engaging and effective client experiences.

Life comes at you fast, especially for your clients. In moments of transition—whether it’s a new job, a divorce, a diagnosis, or the death of a loved one—your clients turn to you not just for numbers, but for clarity, confidence, and calm. This session explores the life events with the greatest impact on your clients’ stress and decision-making, and how you can use planning tools, scenario modeling, and “what if” conversations to bring peace of mind when everything else feels uncertain.