October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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2021 eMoney Summit
Why Attend

Why Attend  |  Firms  |  FAQs  |  Register

eMONEY TRAINING: With unique training and education for advisors, planners, office administrators, and marketing professionals of all levels, the eMoney Summit will help your team run like a well-oiled machine.
INSPIRATIONAL SPEAKERS: Our speakers do more than help you discover best practices for improving growth—they inspire you to move in the direction that will take your business to the next level.
CONNECT: Discover best practices and share tips and tricks from like-minded individuals across the industry and build connections with the eMoney team.
EDUCATION: We make it easy for you to meet your continuing education requirements and stay at the forefront of financial planning and innovation.
TECHNOLOGY: Learn about the latest trends and innovations and receive live demos of the latest technology in the virtual eMoney Exhibition Hall.
MASTER YOUR SKILLS: Receive one-on-one training with an eMoney expert and master the eMoney skills you need for presenting to clients, like interactive planning, client website management, and more.
PRACTICE MANAGEMENT: You’ll walk away with new ways to transform your business model, practice management tips, actionable strategies, and best practices you can use to supercharge your office’s growth.
PRODUCT VISION: The eMoney product strategy is built on logic and creativity and propelled through innovation. Hear directly from our Leadership Team as they share our roadmap, which is inspired by your feedback and focused on building scalable solutions to deliver an exceptional client experience.
NETWORK WITH eMONEY LEADERS: Chat with everyone at eMoney, from product developers to financial planners to marketing experts to trainers and get answers to your most pressing questions live.
ENGAGE WITH LEADING TECH AND SERVICE PROVIDERS IN THE INDUSTRY: Meet and hear from the top fintech solution providers and integration experts in the industry.

 

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