Educational breakout sessions are available for beginner, intermediate, and advanced proficiency levels. Attending the CFP Board of Ethics session will earn attendees 2 CE credits and 2 CE credits are also available for attending both Part 1 and Part 2 of the Beyond the Plan panel. Please note that attendees cannot get CE credit for attending the same session twice.
Incorporating Guaranteed Income into Retirement Plans to Reduce Market Reliance (Beginner/Intermediate – 1 CFP® CE Credit)
Learn how to leverage eMoney’s annuity workflows to show your clients that there are ways to reduce concerns on how the market will affect their retirement by incorporating a form of guaranteed income into their plans.
Planning for the Worst: Modeling Adverse Markets and Situations (Beginner/Intermediate – 1 CFP® CE Credit)
Explore the different facts and assumptions that impact the Monte Carlo simulation within eMoney, as well as which reports can be used to demonstrate the value of Monte Carlo within a financial plan to enhance decision making.
Candid Conversations with Your Clients (All – 1 CFP® CE Credit)
Step beyond the bounds of the financial plan and explore financial psychology skills and techniques. Emotional intelligence and financial counseling can be the building blocks for a positive path. Learning the ability to have honest, trust-building conversations can help increase your overall client retention and success.
Ensuring Clients Are Protected with Insurance (Beginner/Intermediate – 1 CFP® CE Credit)
Every day, across every life stage, clients face numerous risks that can impact their ability to accomplish their lifetime financial goals. Fortunately, there are ways to reduce and minimize their exposure to various types of risks. In this session, you will learn how to leverage eMoney to ensure that clients have adequate protection against the many risks to their financial plan that they confront every day.
Stress Testing Your Plan for All of Life’s What-Ifs (Beginner/Intermediate – 1 CFP® CE Credit)
Discover how to incorporate what-if events into a client’s financial plan to determine areas of vulnerability along with potential solutions to curveballs that are encountered.
Motivating Clients to Take Action (All – 1 CFP® CE Credit)
Learn about the psychology of what causes clients to fail when it comes to making positive progress, the counseling techniques you can use to help them take action and how you can leverage eMoney to help them succeed.
Retirement Planning in Decision Center (Intermediate – 1 CFP® CE Credit)
Join our eMoney experts as they review how you can position Decision Center to support common retirement planning conversations. Learn about how to best position your plan and address client concerns, while leveraging reports like Monte Carlo and Cash Flow to help your clients visualize their financial future
Facilitating an Interactive Client Meeting with Decision Center (Beginner – 1 CFP® CE Credit)
The Decision Center is designed with many features that encourage your clients to interact with your proposed plans and ideas. Join us as we review a guided approach to using the tool, which will prepare you to present with Decision Center in any client meeting.
Estate Planning in Decision Center (Advanced – 1 CFP® CE Credit)
Learn how to maximize efficiency when delivering estate plan recommendations to your clients. Explore our estate flow chart tools, compare estate tax liability and transfer results between multiple plans, and project income for a surviving spouse.
Using Decision Center to Identify Planning Opportunities (Intermediate – 1 CFP® CE Credit)
Discover how you can utilize various tools within the Decision Center to identify potential gaps in your clients’ plans. This can help kick-start various conversations outside of traditional retirement planning. Some areas that will be covered are the insight solvers, on-the-fly techniques, and the Life Insurance Gap Analysis.
Demonstrating Value to Prospects to Drive Conversions (Beginner)
See how you can transition leads from onboarding to planning, and how to use features that demonstrate needs and produce a more impactful discussion. Introducing client engagement tools such as Goals, Aggregation and Explore Mode early in relationships can maximize the opportunity and value between you and your clients.
Using APIs and Integrations to Expand Your Business (Advanced)
Learn about the integrations available within eMoney and how you can use them to increase efficiency and grow your business.
Growth Through Efficiency in Your Office (Beginner)
Explore how eMoney personal financial planning solutions can drive growth through enhanced efficiency in your office. Leveraging integrations, account aggregation, and sophisticated planning tools, eMoney streamlines processes, enabling financial pprofessionals to focus on client engagement. Discover how our scalable platform empowers users to optimize workflows, track and manage client portfolios, and deliver personalized experiences.
Leveraging eMoney to Discover implementation Opportunities (Intermediate)
Discover how you can utilize eMoney’s Advisor Analytics and Office Analytics to identify client and prospect needs, improve the client experience, and take a holistic approach while doing so. Learn the basics of Analytics and how to put information into action with an in-app demonstration.
Demonstrating Tax Alpha with eMoney (Intermediate – 1 CFP® CE Credit)
Experience a comprehensive view of how eMoney can be used to demonstrate your value in modeling tax-conscious decisions for your clients including techniques to help your clients minimize taxes and make the most of their assets while avoiding paying taxes unnecessarily. New functionality such as Roth Conversions, and updated reporting capabilities will be featured.
Creating an Engaging Experience with the Client Portal (Beginner – 1 CFP® CE Credit)
Explore how the Client Portal can assist you in reaching and effectively working with your clients. Learn best practices for rolling out, managing, and supporting this valuable tool. From exchanging important information securely to helping clients drive their own financial conversations, this session will help you harness the power of the eMoney Client Portal, not just for you but for your clients as well.
Conducting a Client Review with eMoney (Intermediate – 1 CFP® CE Credit)
Learn how you can use eMoney to prepare your client’s profile, leverage deliverables, and present new plans for your review meeting, while continuously engaging clients for lifetime of your relationship. See how the interactive features available in eMoney allow you to show a client where they are, demonstrate plan success, or rebalance client priorities toward a better financial future.
Delivering a High-Touch White-Glove Planning Experience (Advanced)
Master the art of demonstrating your value, perfecting the experience, and leveraging your technology to culminate in a white-glove experience. Evolving your offerings is a simple yet intentional process that includes holistic planning which extends beyond the platform.
A Day in the Life of a Holistic Advisor (All – 1 CFP® CE Credit)
Join us for a “day in the life” of an advisor offering holistic financial planning. Gain insights on best practices to leverage your technology, provide ongoing planning across the wealth spectrum, and provide it in a scalable manner.
Live Interactive Peer-to-Peer Roundtables
New this year! Register for up to five live limited-space round table discussions with other eMoney users and thoughtfully selected moderators and contribute by going on camera to engage in engaging thought-provoking dialogue.
Beyond Your Practice: Pro Bono Financial Planning Volunteer Training (1 CFP® CE Credit)
The Foundation for Financial Planning (FFP) and the College for Financial Planning have joined together to create a Pro Bono Financial Planning Volunteer Training to help financial planners understand the basics of how to provide pro bono service to underserved members of the community. This CE-eligible course is designed to give financial planners the skills and techniques needed to address the specific circumstances of lower-income families. Summit attendees will have the opportunity to sign up for volunteer opportunities in which they can apply their training, and eMoney will make a donation on their behalf.
Fidelity: Scalable Portfolio Construction for High New Worth
Advisors that serve high-net-worth clients may need to look for ways to become more efficient in their day-to-day business operations to better serve these high touch clients. Identifying ways to segment your book of business based on client needs as well as scaling your portfolio construction approach with new investment vehicles can help you do just that. We’ll discuss ways to utilize solutions such as unified managed accounts (UMA), separately managed accounts (SMA), alternative investments, and more to highlight customization and tax loss harvesting opportunities for your high-net-worth (HNW) clients. Join Fidelity’s Portfolio Construction Solutions team to learn more about portfolio construction for high net worth.
Panel Discussion: Understanding Values and Planning with Inclusion (0.5 CFP® CE Credit)
With generational, cultural, and societal norms rapidly evolving, how can financial professionals ensure that our industry changes for the better? By learning more about cultural values and expanding the ways in which we communicate and serve all our clients.
How do you plan to go beyond?
Register now and don’t miss out!