Sessions

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

Join our live virtual networking lounge to engage in open conversation with others in the industry about how to plan better together. This forum allows you to learn best practices and potential new ways to leverage eMoney. (Sponsored by Finteract)

Opening Remarks: Better Together
Join eMoney CEO Susan McKenna as she kicks off Summit 2024, sharing her perspective on how collaboration with our clients, partners, and colleagues yields success. She’ll also present a sneak peek of the event, previewing exciting keynotes, new eMoney research, product updates, and more. After Susan’s remarks, you’ll understand the depth of this year’s Summit theme, “Planning Better Together.”
Collaborative Planning: Research and Insights
In this constantly evolving industry, achieving the best outcomes requires strong partnerships and collaborative relationships. This presentation offers insightful data derived from comprehensive proprietary research conducted with financial professionals and end-clients on the key collaborative planning approaches and their impact on client satisfaction and success—all to highlight how to plan better together.
eMoney Product Vision and Roadmap
Join us to explore our newest innovations and upcoming enhancements, designed to simplify and elevate the planning process while creating more engaging experiences for financial professionals and their clients. We’ll share tools that streamline your workflow and empower you to create truly personalized financial plans.
Live Q&A with eMoney Product Experts
Join us for a Q&A session immediately following the product roadmap presentation. This session offers a unique opportunity to engage directly with our Group Product Managers to ask questions on specific features and strategic priorities.

Join us for a Q&A session immediately following the product roadmap presentation. This session offers a unique opportunity to engage directly with members of our Product Team to ask questions on specific features and strategic priorities.

Discover how to decode the new signals and cues that have replaced traditional body language in online communication, impacting our innate capacity to understand each other. Erica Dhawan shares cutting-edge research and storytelling to reveal how to develop communication skills with collective understanding to enhance connection, build trust, and drive innovation.

For more than two decades, journalist and public radio host Roben Farzad has established himself as a source of truth for what’s really going on with the markets and the economy. Having reported in-depth on the biggest economic stories of our time, and had his analysis referenced by political leaders, Farzad brings new perspectives on the issues in a way that gets groups thinking about the impact on their organizations from important angles they have yet to consider. In this talk, he walks the audience through a high-level overview of the current micro and macroeconomic outlook as he helps them make sense of rising interest rates, continued inflation, supply chain issues, global conflict, and the various other factors that have brought the markets to where they are today and will influence the future of the economy. Able to create engaging stories from the facts that are in front of us, he’ll help attendees problem-solve and uncover opportunities to adapt their businesses based on what’s going on around them.

Connect with your peers, chat about the latest trends, and ask whatever’s on your mind in the Networking Lounge. Sponsored by Finteract, the lounge will remain open throughout each day of Summit. There will be two guided sessions taking place Tuesday and Wednesday. Stay tuned for more details. (Sponsored by Finteract)

Advisors want to spend more time to be the CEO of their client’s life, not just their CIO. We discuss offerings from advisors to clients that drive the highest growth in advisor revenue, AUM, and client growth. We also discuss how advisors can help their clients avoid bad investing habits. Finally, we use behavioral finance to help clients achieve their wealth goal.

Join us for an insightful panel discussion on “Planning Better Together,” where experts from diverse fields come together to explore the essential components of successful collaboration. In this session, we will delve into the critical aspects of trust, collaboration, technology, and relationships that underpin effective client relationships, teamwork, and engagement.

Our distinguished panelists will share their experiences and expertise on building trust with clients and within teams, fostering collaborative relationships, leveraging technology for scalable personalization, and nurturing relationships that drive success. Attendees will gain valuable insights into thought leadership, best practices, and innovative strategies.

Discussion topics around the emotions of finances and market volatility, cognitive biases and investment choices, trust and technology, and financial literacy and psychological barriers. Share your own experiences and learn from others.

In an era characterized by unprecedented technological advancements, the landscape of wealth management is undergoing a profound transformation. Intelligent technologies will provide new tools and strategies that enhance decision-making, deepen client interactions, and expand the accessibility of advice services.  Join us as we convene industry insiders to analyze and discuss the latest innovations driving efficiency and collaboration while highlighting the enduring human elements at the heart of advice.

Review best practices that emerged from the earlier roundtable discussions across all topics which could include such diverse takeaways as leveraging analytics, maximizing client engagement using eMoney, or ensuring high security levels. This summary can act as a guide on tactics advisors can implement in their practices.

Retirement planning is a time-consuming process. Learn two workflows that can be used to deliver a quick retirement plan, making it easier than ever to provide your clients with a high-level snapshot of their future.

The Client Portal is a one-stop shop that encompasses a client’s entire financial picture. Learn how to utilize all features of the Client Portal to enhance client engagement effectively and explore how integrating financial psychology can deepen client understanding, improve decision-making, and foster a more meaningful client-advisor relationship.

Social Security can be an important piece of a client’s retirement plan. When is the right time to file for benefits? This deep dive into Social Security planning will explore the optimal strategies and timing for claiming benefits, ensuring your clients maximize their retirement resources.

In this session, esteemed financial psychology experts will examine the evolving relationship between financial planning and artificial intelligence (AI). The successful integration of the two hinges on a nuanced understanding of human behavior and psychology, which is essential for effectively addressing client needs. This presentation will explore the critical intersection of financial planning, technology, and psychology to uncover how AI can complement human expertise. It will address workforce dynamics, necessary skills for future advisors, and the evolving role of financial planners to help show how best to leverage technology to deliver personalized and effective advice in our rapidly changing industry.

This session delves into retirement complexities, offering diverse planning techniques and demonstrations of how to confidently optimize and stress-test your client’s plan. Discover strategies tailored to individual needs and learn how to present solutions effectively in Decision Center.

How do we motivate clients to work on and engage in their financial plan? By aligning their goals with their values through an emotional interaction that connects them to their “why.” Be part of this insightful discussion on increasing accountability and motivation.

Learn how to maximize and streamline meaningful estate planning recommendations and conversations in eMoney by identifying estate flow chart tools, comparing estate tax liability, and projecting income for a surviving spouse within Decision Center.

Discover the full potential of eMoney’s diverse tools and best practices for using them to streamline your financial planning process. Learn how to maximize organizational efficiency using technology to collect data, increase planning transparency, and simplify workflows with templates and alerts.

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, effective October 1, 2019.

With the stresses of running your practice and the rate of technological change, it’s easy to lose track of technological improvements. Explore the latest features and innovations in eMoney and learn best practices to help you deliver better client outcomes.

Become a next-level advisor by modeling tax-smart strategies in Decision Center to show clients how to keep more of their money by reducing current and future tax burdens.

A collaborative approach to financial planning is essential for engaging client experiences. Learn how to plan better together and deliver plans that satisfy clients while also memorializing the conversation for compliance.

Trusts can serve various purposes in a client’s estate plan. Learn how to propose different trust structures using advanced planning tools in eMoney and best practices for demonstrating their impact in Decision Center. We will explore IDGTs, SLATs, and rolling GRATs to name a few.

Clients want to know they are “doing the right things” with their investments. Using the interactive features of eMoney you can prepare your client’s profile, utilize deliverables, and review and present plans to provide clients the peace of mind that their investments and financial goals align.

Keeping clients engaged and committed to their financial plans is crucial to your success as a financial advisor. Discover the transformative potential of emotional intelligence (EI) in fostering meaningful connections between planners and clients as we delve into the intricate interplay of EI and holistic financial planning, backed by cutting-edge research and insights from eMoney.

Discover how to utilize eMoney’s annuity workflows to demonstrate how integrating guaranteed income into their retirement plans can mitigate market volatility concerns and secure their financial future.

This session explores the boundaries between financial planners and other professionals, discussing strategies for identifying when a client may benefit from specialized care. We’ll emphasize the importance of building a supportive referral network of specialists who can offer targeted assistance beyond the scope of financial planning. By fostering these connections, collaborating effectively, and adhering to CFP® Board guidance on ethical referrals, financial planners can provide more holistic support to clients, leading to better outcomes and enhanced well-being.

Explore how to model real-life events in eMoney using Advanced Planning and what-ifs. Gain insights into the psychological and emotional impacts of these scenarios on clients and their plans. Join us to learn how to analyze current insurance coverage, identify gaps in coverage, and use financial planning approaches to build client trust in the insurance conversation.

Every financial advisor builds their advisory firm to their unique vision of how they believe their clients should be served… which can create significant challenges in assessing the financial health of the business beyond “is it profitable (at all)”, and figuring out whether the firm is pricing its services properly, what its capacity should be, and how to determine whether its team is really being as productive as it should be. In this session, we explore some of the Key Performance Indicators (KPIs) that advisory firm owners can use to understand the financial health of the business, including what is a “normal” profit margin and overhead expense ratio, when an advisory firm should (or shouldn’t) expect to scale its EBOC, how to use revenue per advisor to assess productivity and capacity, and how to leverage revenue per employee as a key indicator of when to hire to grow sustainably.

Having a plan to implement, follow, and adjust over time is crucial for financial success, however, volatility and fluctuations in the market may leave your clients exposed. Utilize Monte Carlo functionality in Decision Center to create plans appropriate for your client’s unique situation and risk tolerance to help them achieve their goals and a healthy financial forecast within market uncertainty

Using the CFP® Board’s 7-Step Planning Process we examine the client’s whole plan from beginning to end with an emphasis on addressing the whole person. Join us as we take a practical look at this process, considering both financial psychology and technology, to uncover new ways to add efficiency and engagement where technology, practice management, and financial wellness intersect.