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2024 eMoney Summit Sessions

Sessions

Mainstage, Networking Lounge & Exhibit Hall

Exhibit Hall & eMoney Product Experience

Networking Lounge

eMoney Leadership, Research, and Roadmap

Live Q&A with eMoney Product Experts

Keynote Speaker: Erica Dhawan: Collaborate Faster and Further, Together

*Live* Keynote Speaker: Roben Farzad: Trends & Transformation: A Look at the Global Economy

Networking Lounge

Mainstage Sponsor Presentation: Fidelity: Advisor as CEO

Panel and Roundtables

Panel Discussion: Planning Better Together: Intersection of Trust, Collaboration, and Technology (1 CFP® CE credit)

Peer-to-Peer Roundtable: Incorporating FinPsych into Your Practice

Sponsor Panel Discussion: The Intelligent Technology Landscape: Shaping the Future of Wealth Management (1 CFP® CE credit)

Peer-to-Peer Roundtable: Key Takeaways

Breakout Sessions

Retirement 101: The Seven-Minute Retirement Plan (1 CFP® CE credit)

Using the Client Portal to Enhance the Client Experience (1 CFP® CE credit)

Understanding Social Security Decisions in eMoney (1 CFP® CE credit)

Adapting to Change: The Role of AI in Shaping the Future of Financial Planning (1 CFP® CE credit)

Retirement 201: Does Your Client Require a More Complex Retirement Plan? (1 CFP® CE credit)

Driving Client Motivation Through Accountability Strategies (1 CFP® CE credit)

Allianz: Decumulation Diversification: Hedging against potential future expenses

Fidelity Charitable: Identifying Charitable Planning Opportunities (1 CFP® CE credit)

MaxMyInterest: Why Cash Matters: Options for Clients to Earn More on Cash in 2024 and Beyond

Basics of Estate Planning in eMoney (1 CFP® CE credit)

*Live* How to Organize Your Planning (1 CFP® CE credit)

Nationwide: Social Security: The Choice of a Lifetime

Flourish: Delivering on the commitment to holistic planning: addressing the forgotten 20% of client holdings (1 CFP® CE credit)

Vanilla: Estate Planning Foundations and 2025 Considerations (1 CFP® CE credit)

CFP® Board Code of Ethics and Standards of Conduct (2 CFP® CE credits)

Diving into the Latest Features of eMoney: Now That’s What I Call eMoney 2024

Delivering Tax-Smart Strategies (Tax Alpha) (1 CFP® CE credit)

Creating Impactful Client Deliverables (1 CFP® CE credit)

Enhancing Estate Planning with Advanced Trust Techniques (1 CFP® CE credit)

Conducting Your Planning and Investment Review in eMoney (1 CFP® CE credit)

Holistic Planning with Emotional Intelligence (1 CFP® CE credit)

Annuities Unwrapped: Your Guide to Secure Income in eMoney (1 CFP® CE credit)

Fostering Connections: The Power of a Supportive Professional Network (1 CFP® CE credit)

Protecting the Plan with Insurance for Client Peace of Mind (1 CFP® CE credit)

*Live* Michael Kitces: Is My Advisory Firm Normal? 6 KPIs To Track & Compare

Using Monte Carlo Modeling to Drive Better Outcomes (1 CFP® CE credit)

*Live* Optimize Your Planning Alpha: Leveraging Fintech and FinPsych in the Seven Planning Steps (1 CFP® CE credit)