{"id":5601,"date":"2026-10-22T01:17:48","date_gmt":"2026-10-22T01:17:48","guid":{"rendered":"https:\/\/emoneyadvisor.com\/summit\/?page_id=5601"},"modified":"2026-10-22T13:34:01","modified_gmt":"2026-10-22T13:34:01","slug":"2026-emoney-summit-recap","status":"publish","type":"page","link":"https:\/\/emoneyadvisor.com\/summit\/2026-emoney-summit-recap\/","title":{"rendered":"2026 eMoney Summit Recap"},"content":{"rendered":"\n<div id=\"text-only-hero--block_15f004df6e8dce402fc6447a6a1ea74b\" class=\"text-only-hero bg-primary-dark-02\/100  text-white bg-hero-pattern-summit-dark min-h-[301px] relative bg-cover\">\n\t<div class=\"self-center w-full py-10 md:py-20 wrapper gap-y-0\">\n\t\t\t\t<h1 class=\"col-span-4 md:col-span-9 type-beta\">SUMMIT 2026 <span class=\"text-primary-light-02\">RECAP<\/span><\/h1>\t\t\t\t\t<div class=\"col-span-4 mt-6 prose prose-quoteless md:col-span-9 type-paragraph-sm  text-white\">\n\t\t\t\t<p>Are you a 2026 attendee and missed a session or want to revisit a key takeaway? Access Summit 2026 on-demand presentations, breakout sessions, and event content until January 20, 2027.<\/p>\n        <a href=\"https:\/\/experience.emoneyadvisor.com\/series\/emoney-summit-2026-login\/landing_page\" target=\"_self\" class=\"leading-[1.3] no-underline inline-flex emoney-button bg-white text-primary-dark-01 hover:bg-secondary-light-03-alt text-center max-w-xs mx-auto duration-200\">\n        <span class=\"inline-block\">Watch On-Demand Sessions<\/span>\n         <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2026\/10\/arrow_right_summit.svg\" class=\"ml-auto my-0 inline-block\" width=\"11\" height=\"11\"\/>     <\/a>\n\n\n\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n\n\n\t<div id=\"full-width-text--block_8cd6425c990ddfca768f838421e051c3\" class=\"py-12 md:py-24 full-width-text bg-transparent\" >\n\t<div class=\"wrapper\">\n\t\t<div class=\"col-span-12 prose prose-quoteless prose-headings:font-normal md:col-span-10 md:col-start-2 max-w-none\">\n\t\t\t<h2 class=\"uppercase text_shortcode font-serif\" style=\"font-size:32px;\">The Ideas Shaping the Future of Financial Planning<\/h2>\n<p>From planning innovation and emerging technology to practical strategies for growth and engagement, Summit 2026 brought together industry leaders and advisors to explore what&#8217;s next for financial planning.<\/p>\n<p>As client expectations evolve, advisors are looking for new ways to deliver greater value, strengthen relationships, and create more meaningful outcomes for the people they serve.<\/p>\n<p>Throughout Summit 2026, attendees explored ideas designed to help firms power what&#8217;s possible for clients. Here are a few highlights from this year&#8217;s Mainstage presentations, leadership announcements, and some of the most popular breakout sessions.<\/p>\n<p><!--[button style=\"outline\" color=\"primary-dark-01\" icon=\"https:\/\/dev-corpweb.ema.emoneyadvisor.com\/summit\/wp-content\/uploads\/2026\/10\/arrow_right_summit.svg\"]Early Interest 2027 Form[\/button]--><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\t\t\t\t\n<div id=\"video-modal--block_dbdb4962f32e996370610217457a8adc\" class=\"video-modal video-modal-invert py-20 lg:py-24 bg-secondary-light-02\/20\"  x-data=\"{ open: false }\"  @keyup.escape=\"open = ! open\">\n\t<div class=\"wrapper\">\n\t\t<div class=\"self-center col-span-4 md:col-span-5 video-component-left\">\n\t\t\t \n\t\t\t<h2 class=\"pb-4 type-eta text-secondary-dark-01\"><span class=\"text-primary-dark-01 uppercase\">Creating Clarity, Confidence, and Opportunity for Clients<span><\/h2>\t\t\t<h4 class=\"mb-5 type-kappa text-secondary-dark-01 font-medium\">Technology, Trust, and the Future of Advice<\/h4>\t\t\t\t\t\t<div class=\"max-w-none md:max-w-lg pb-4 prose prose-quoteless lg:pb-10 type-paragraph-sm text-secondary-dark-02\">\n\t\t\t\t<p>As Summit 2026 began, eMoney leaders shared a vision for helping advisors create more connected planning experiences and deliver greater value to clients. <\/p>\n<p>As advisors navigate rising client expectations, rapid technological change, and increasing complexity, the opportunity to create meaningful client outcomes has never been greater. <\/p>\n\n\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/resources\/news\/emoney-advisor-presents-product-roadmap-dedicated-to-always-on-planning-to-kick-off-annual-summit\/\" target=\"_blank\" class=\"bg-primary-dark-02 text-white text-center max-w-xs emoney-button \">Learn More<\/a>\n\t\t\t\t\t<\/div>\n\t\n\t\t<div class=\"flex items-center justify-center col-span-4 md:col-span-7 video-component-right\">\n\t\t\t<img decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2026\/10\/susan-tom-chad-screenshot.png\" alt=\"\">\n\t\t\t\t\t<\/div>\n\n\t<\/div>\n\t<\/div>\n\n                    <div id=\"testimonial-list--block_5fb49c323f5c6fc8c108859f6e095a04\" class=\"testimonial-list bg-primary-dark-01\/100 py-12 md:py-24\"  style=\"background-image:url(https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2026\/04\/Group-1000002824.png) ;background-size: cover  ;background-repeat:no-repeat; \">\n    <div class=\"w-full max-w-[1380px] mx-auto relative\">\n                <div class=\"swiper\"><div class=\"swiper-wrapper items-center\">\n                    <div class=\" swiper-slide text-center text-white\">\n                <h3 class=\"relative mb-5 type-beta quote-before font-medium\">Powering what&#8217;s possible means helping advisors create moments of clarity, confidence, and opportunity for the people they serve.\u201d<\/h3>\n                <div class=\"flex items-center justify-center\">\n                    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2024\/06\/Susan-McKenna_Circle-1-150x150.png\" width=\"41\" height=\"41\" alt=\"\" class=\"mr-5 rounded-full\">                    <div>\n                        <h3 class=\"type-kappa\">Susan McKenna<\/h3>\n                        <p class=\"type-paragraph-xsm\">CEO<\/p>                    <\/div>\n                <\/div>\n            <\/div>\n                    <div class=\" swiper-slide text-center text-white\">\n                <h3 class=\"relative mb-5 type-beta quote-before font-medium\">Financial lives are continuous. Financial planning is not. The moment financial reality changes, planning should change with it.\u201d<\/h3>\n                <div class=\"flex items-center justify-center\">\n                    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2024\/06\/Tom-Sulivan_Circle-1-150x150.png\" width=\"41\" height=\"41\" alt=\"\" class=\"mr-5 rounded-full\">                    <div>\n                        <h3 class=\"type-kappa\">Tom Sullivan<\/h3>\n                        <p class=\"type-paragraph-xsm\">Head of Product<\/p>                    <\/div>\n                <\/div>\n            <\/div>\n                    <div class=\" swiper-slide text-center text-white\">\n                <h3 class=\"relative mb-5 type-beta quote-before font-medium\">Because the future of financial planning is always on. Planning intelligence should be available wherever the next client opportunity is being discovered.\u201d<\/h3>\n                <div class=\"flex items-center justify-center\">\n                    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2024\/06\/Chad-Porche_Circle-150x150.png\" width=\"41\" height=\"41\" alt=\"\" class=\"mr-5 rounded-full\">                    <div>\n                        <h3 class=\"type-kappa\">Chad Porche<\/h3>\n                        <p class=\"type-paragraph-xsm\">SVP, Product Management<\/p>                    <\/div>\n                <\/div>\n            <\/div>\n                <\/div><\/div>\n                    <div class=\"swiper-button-next\">\n                                    <svg width=\"56\" height=\"56\" viewBox=\"0 0 56 56\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                        <path d=\"M27.71 0C43.0137 4.63866e-05 55.4199 12.4062 55.4199 27.71C55.4199 43.0136 43.0136 55.4199 27.71 55.4199C12.4062 55.4199 4.63894e-05 43.0137 0 27.71C0 12.4062 12.4062 0 27.71 0ZM18.1973 19.4395L26.8828 28.124L18.1973 36.8096L25.2285 43.8398L40.9443 28.124L25.2285 12.4082L18.1973 19.4395Z\" fill=\"#25EAB4\"\/>\n                    <\/svg>\n                            <\/div>\n            <div class=\"swiper-button-prev\">\n                            <svg width=\"56\" height=\"56\" viewBox=\"0 0 56 56\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                    <path d=\"M27.71 55.4199C12.4063 55.4199 1.08459e-06 43.0137 2.42248e-06 27.71C5.01466e-05 12.4063 12.4063 4.26287e-05 27.71 -2.42248e-06C43.0137 -1.08459e-06 55.4199 12.4063 55.4199 27.71C55.4199 43.0137 43.0137 55.4199 27.71 55.4199ZM37.2227 35.9805L28.5371 27.2959L37.2227 18.6103L30.1914 11.5801L14.4756 27.2959L30.1914 43.0117L37.2227 35.9805Z\" fill=\"#25EAB4\"\/>\n                <\/svg>\n                        <\/div>\n            <\/div>\n<\/div>\n\n\n\t<div id=\"alternating-teaser--block_bc58e6384538266db18db2d950f257f0\" class=\"alternating-teaser pt-12 md:pt-0 preserve-padding\" >\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"wrapper tease_panel tease-1 relative z-[1] after:content-[''] after:absolute after:top-0 after:left-1\/2 after:-translate-x-[51%] after:w-screen after:h-full after:-z-[1] after:bg-white py-20 lg:py-40\">\n\t\t\t\t<div class=\"col-span-12 md:col-span-6 self-center \">\n\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2026\/10\/Conor-Session-image.png\"\n\talt=\"\"\n\tclass=\"object-contain object-center alt_tease\"\n\twidth=\"600\"\theight=\"327\"\t\n\/>\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"col-span-12 md:col-span-5 md:col-start-8 self-center text-primary-dark-01\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2 class=\"mb-5 type-eta text-primary-dark-02\"><span class=\"text-primary-dark-01 uppercase\">Strengthening Relationships Through Better Planning<\/span><\/h2>\t\t\t\t\t<h4 class=\"mb-5 type-kappa text-secondary-dark-01 font-medium\">Powering What&#8217;s Possible: Redefining the Planning Experience<\/h4>\t\t\t\t\t<div class=\"prose prose-quoteless max-w-none type-paragraph-sm text-primary-dark-01\">\n\t\t\t\t\t\t<p>As planning becomes more connected and personalized, technology can help advisors scale their impact. Industry leaders shared how firms are using technology to create better experiences while keeping trust and human connection at the center of advice. <\/p>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"wrapper tease_panel tease-2 relative z-[1] after:content-[''] after:absolute after:top-0 after:left-1\/2 after:-translate-x-[51%] after:w-screen after:h-full after:-z-[1] after:bg-secondary-light-02\/20 py-20 lg:py-40\">\n\t\t\t\t<div class=\"col-span-12 md:col-span-6 self-center md:col-start-7 md:order-1 order-none\">\n\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2026\/10\/kitces_alt_teaser.png\"\n\talt=\"\"\n\tclass=\"object-contain object-center alt_tease\"\n\twidth=\"600\"\theight=\"327\"\t\n\/>\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"col-span-12 md:col-span-5  self-center text-primary-dark-01\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2 class=\"mb-5 type-eta text-primary-dark-02\"><span class=\"text-primary-dark-01\">ASK MICHAEL ANYTHING<\/span><\/h2>\t\t\t\t\t<h4 class=\"mb-5 type-kappa text-secondary-dark-01 font-medium\">Networking Session<\/h4>\t\t\t\t\t<div class=\"prose prose-quoteless max-w-none type-paragraph-sm text-primary-dark-01\">\n\t\t\t\t\t\t<p>Attendees joined Kitces for an open conversation on the trends, challenges, and opportunities shaping the profession today, walking away with fresh perspectives and practical ideas they can apply within their own firms.<\/p>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"wrapper tease_panel tease-3 relative z-[1] after:content-[''] after:absolute after:top-0 after:left-1\/2 after:-translate-x-[51%] after:w-screen after:h-full after:-z-[1] after:bg-white py-20 lg:py-40\">\n\t\t\t\t<div class=\"col-span-12 md:col-span-6 self-center \">\n\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2026\/10\/hannah_session.png\"\n\talt=\"\"\n\tclass=\"object-contain object-center alt_tease\"\n\twidth=\"600\"\theight=\"327\"\t\n\/>\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"col-span-12 md:col-span-5 md:col-start-8 self-center text-primary-dark-01\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2 class=\"mb-5 type-eta text-primary-dark-02\"><span class=\"text-primary-dark-01\">KEEPING CLIENTS ENGAGED BEYOND THE PLANNING MEETING<\/span><\/h2>\t\t\t\t\t<h4 class=\"mb-5 type-kappa text-secondary-dark-01 font-medium\">Using Client Portals to Enhance Financial Planning Engagement and the Client Experience<\/h4>\t\t\t\t\t<div class=\"prose prose-quoteless max-w-none type-paragraph-sm text-primary-dark-01\">\n\t\t\t\t\t\t<p>Strong relationships are built through ongoing engagement, not periodic reviews. This session explored how client portals can reinforce advisor guidance, encourage participation, and keep clients connected to their goals year-round.<\/p>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"wrapper tease_panel tease-4 relative z-[1] after:content-[''] after:absolute after:top-0 after:left-1\/2 after:-translate-x-[51%] after:w-screen after:h-full after:-z-[1] after:bg-secondary-light-02\/20 py-20 lg:py-40\">\n\t\t\t\t<div class=\"col-span-12 md:col-span-6 self-center md:col-start-7 md:order-1 order-none\">\n\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2026\/10\/jenn_session.png\"\n\talt=\"\"\n\tclass=\"object-contain object-center alt_tease\"\n\twidth=\"600\"\theight=\"327\"\t\n\/>\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"col-span-12 md:col-span-5  self-center text-primary-dark-01\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2 class=\"mb-5 type-eta text-primary-dark-02\"><span class=\"text-primary-dark-01\">HELPING CLIENTS MAKE CONFIDENT DECISIONS<\/span><\/h2>\t\t\t\t\t<h4 class=\"mb-5 type-kappa text-secondary-dark-01 font-medium\">Driving Smarter Planning Outcomes with Decision Center and CoPlanner<\/h4>\t\t\t\t\t<div class=\"prose prose-quoteless max-w-none type-paragraph-sm text-primary-dark-01\">\n\t\t\t\t\t\t<p>Clients make better decisions when they can clearly understand their options. Attendees explored how Decision Center and CoPlanner can help uncover opportunities, compare strategies, and support more confident recommendations.<\/p>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\n\n\t\t\t\t\t\t\t\t\t\n<div id=\"email-signup--block_80bb888b46e902504a205a381b90b8f3\" class=\"email-signup bg-primary-dark-01 py-12 md:py-24\" style=\"background-image:url(https:\/\/emoneyadvisor.com\/summit\/wp-content\/uploads\/2026\/04\/Group-1000002824.png); background-repeat:no-repeat;  background-size:contain; background-position:center;\">\n    <div class=\"wrapper\">\n        <div class=\"col-span-12 text-center mb-4 md:mb-0\">\n            <h3 class=\"mt-0 font-black text-white text-[32px] font-serif\"><a id=\"join\"><\/a>BE FIRST IN LINE FOR SUMMIT 2027<\/h3>\n                            <p class=\"mt-4 type-paragraph font-normal text-white\">Join us next fall, and secure access to the exclusive $465 early-bird rate before registration opens.<\/p>\n                    <\/div>\n        <div class=\"col-span-12 md:col-span-6 md:col-start-4 max-w-none rounded-[10px] border border-white\/20 bg-white\/[7.84%] shadow-[0px_12px_32px_rgba(0,0,0,0.15)] backdrop-blur-md mt-6\">\n            <div class=\"grid grid-cols-4 sm:grid-cols-7 md:grid-cols-6 gap-4 items-end my-6 px-6\">\n                <div class=\"col-span-2 sm:col-span-2 md:col-span-3\">\n                    <div class=\"thank-you-message hidden\">\n                        <p class=\"mt-0 type-paragraph-sm font-normal text-white mb-[7px] text-pretty\">Thank you for submitting your email!<\/p>\n                    <\/div>\n                    <div class=\"type-paragraph-sm js-form-container\">\n                        <div class=\"single-field-elq form-wrapper\">\n                                                            <!DOCTYPE html PUBLIC \"-\/\/W3C\/\/DTD HTML 4.0 Transitional\/\/EN\" \"http:\/\/www.w3.org\/TR\/REC-html40\/loose.dtd\">\n<html><body><div class=\"form-embed\">\n   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