{"id":872,"date":"2024-03-21T18:28:39","date_gmt":"2024-03-21T18:28:39","guid":{"rendered":"https:\/\/dev-corpweb.ema.emoneyadvisor.com\/summit\/?page_id=872"},"modified":"2025-10-17T17:04:35","modified_gmt":"2025-10-17T17:04:35","slug":"schedule","status":"publish","type":"page","link":"https:\/\/emoneyadvisor.com\/summit\/schedule\/","title":{"rendered":"Schedule"},"content":{"rendered":"\t\n
\n\t
\n\t\t\t\t

Schedule<\/h1>\t\t\t\t\t
\n\t\t\t\t

See below for the 2025 Summit schedule at a glance. (Times are ET)<\/strong><\/p>\n \n \n View Full Schedule\n <\/a>\n\n\n\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\t

\n\t
\n\t\t
\n\t\t\t<\/p>\n
\n

<\/p>\n

\n
Day 1 – Monday, October 20<\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Time (ET)<\/th>\nSession<\/th>\nType<\/th>\n<\/tr>\n<\/thead>\n
9:00 a.m. \u2013 6:00 p.m.<\/td>\n\n
Exhibit Hall<\/div>\n<\/td>\n
Exhibit Hall<\/span><\/td>\n<\/tr>\n
10:00 a.m. \u2013 11:25 a.m.<\/td>\n\n
eMoney Leadership, Product Vision and Roadmap<\/div>\n<\/td>\n
Mainstage<\/span><\/td>\n<\/tr>\n
11:30 a.m. \u2013 12:25 p.m.<\/td>\n\n
Needs Analysis: How to Engage Clients with Ease<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Fundamental<\/span><\/td>\n<\/tr>\n
11:30 a.m. \u2013 12:25 p.m.<\/td>\n\n
Annuities Demystified: Building a Steady Income Stream<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Master Class<\/span><\/td>\n<\/tr>\n
12:30 p.m. \u2013 1:25 p.m.<\/td>\n\n
(Live) Driving Engagement and Growth with the Client Portal<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Fundamental<\/span><\/td>\n<\/tr>\n
12:30 p.m. \u2013 1:25 p.m.<\/td>\n\n
Navigating the Complexities of Taxes in Financial Planning<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Master Class<\/span><\/td>\n<\/tr>\n
1:25 p.m. \u2013 2:00 p.m.<\/td>\n\n
Networking Break<\/div>\n<\/td>\n
Networking Lounge<\/span><\/td>\n<\/tr>\n
2:00 p.m. \u2013 2:55 p.m.<\/td>\n\n
Allianz | Decumulation Diversification: Hedging Against Potential Health Care Costs<\/div>\n<\/td>\n
Sponsor<\/span><\/td>\n<\/tr>\n
2:00 p.m. \u2013 2:55 p.m.<\/td>\n\n
Wealth.com | The Why Behind Estate Planning<\/div>\n<\/td>\n
Sponsor<\/span><\/td>\n<\/tr>\n
3:00 p.m. \u2013 3:55 p.m.<\/td>\n\n
(Live) Carl Richards | Reimagining Wealth Through Simple Sketches<\/div>\n<\/td>\n
Keynote <\/span><\/td>\n<\/tr>\n
4:00 p.m. \u2013 4:55 p.m.<\/td>\n\n
Planning for a Golden Future: Social Security and Retirement Essentials<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Fundamental<\/span><\/td>\n<\/tr>\n
4:00 p.m. \u2013 5:30 p.m.<\/td>\n\n
The Complete Financial Picture: A Case Study on Meeting Retirement Income and Income Tax Objectives<\/div>\n
(1.5 CFP\u00ae CE Credits)<\/div>\n<\/td>\n
Master Class<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

<\/p>\n

\n
Day 2 – Tuesday, October 21<\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Time (ET)<\/th>\nSession<\/th>\nType<\/th>\n<\/tr>\n<\/thead>\n
9:00 a.m. \u2013 6:00 p.m.<\/td>\n\n
Exhibit Hall<\/div>\n<\/td>\n
Exhibit Hall<\/span><\/td>\n<\/tr>\n
8:00 a.m. \u2013 10:00 a.m.<\/td>\n\n
CFP Board Code of Ethics and Standards of Conduct<\/div>\n
(2 CFP\u00ae CE Credits)<\/div>\n<\/td>\n
Ethics<\/span><\/td>\n<\/tr>\n
10:00 a.m. \u2013 10:55 a.m.<\/td>\n\n
Dr. Michelle Rozen | Secrets of Leading\u2028Through Change<\/div>\n<\/td>\n
Keynote<\/span><\/td>\n<\/tr>\n
11:00 a.m. \u2013 11:55 a.m.<\/td>\n\n
(Live) Fidelity | Advisor as CEO: Bridging Goals and Strategy with Bonds<\/div>\n<\/td>\n
Sponsor Mainstage<\/span><\/td>\n<\/tr>\n
12:00 p.m. \u2013 12:55 p.m.<\/td>\n\n
Summit Theme Panel<\/div>\n
(1 CFP\u00ae CE Credits)<\/div>\n<\/td>\n
Mainstage<\/span><\/td>\n<\/tr>\n
1:00 p.m. \u2013 1:30 p.m.<\/td>\n\n
Mili | eMoney and Enterprise AI Workflows<\/div>\n<\/td>\n
Sponsor<\/span><\/td>\n<\/tr>\n
1:30 p.m. \u2013 2:00 p.m.<\/td>\n\n
Networking Break<\/div>\n<\/td>\n
Networking Lounge<\/span><\/td>\n<\/tr>\n
2:00 p.m. \u2013 2:55 p.m.<\/td>\n\n
Building a Strong Estate Plan: Key Elements to Protect Your Wealth<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Fundamental<\/span><\/td>\n<\/tr>\n
2:00 p.m. \u2013 2:55 p.m.<\/td>\n\n
The Art of Asking Questions<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Going Beyond<\/span><\/td>\n<\/tr>\n
3:00 p.m. \u2013 3:30 p.m.<\/td>\n\n
Flourish | Bring Held-away Cash into Your Orbit Using eMoney<\/div>\n<\/td>\n
Sponsor<\/span><\/td>\n<\/tr>\n
3:00 p.m. \u2013 3:30 p.m.<\/td>\n\n
Zocks | AI in Action: Practical Tips for eMoney Users<\/div>\n<\/td>\n
Sponsor<\/span><\/td>\n<\/tr>\n
3:35 p.m. \u2013 4:25 p.m.<\/td>\n\n
The Power of Monte Carlo: Enhancing Confidence in Your Financial Projection<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Master Class<\/span><\/td>\n<\/tr>\n
3:35 p.m. \u2013 4:25 p.m.<\/td>\n\n
Diving into the Latest Features of eMoney: Now That’s What I Call eMoney 2025<\/div>\n
<\/div>\n<\/td>\n
Fundamental<\/span><\/td>\n<\/tr>\n
4:30 p.m. \u2013 6:30 p.m.<\/td>\n\n
CFP Board Code of Ethics and Standards of Conduct<\/div>\n
(2 CFP\u00ae CE Credits)<\/div>\n<\/td>\n
Ethics<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

<\/p>\n

\n
Day 3 – Wednesday, October 22<\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Time (ET)<\/th>\nSession<\/th>\nType<\/th>\n<\/tr>\n<\/thead>\n
9:00 a.m. \u2013 5:00 p.m.<\/td>\n\n
Exhibit Hall<\/div>\n<\/td>\n
Exhibit Hall<\/span><\/td>\n<\/tr>\n
9:30 a.m. \u2013 10:00 a.m.<\/td>\n\n
Panel | Shaping the Future of Advice: Talent, Tools, and Skills for the Next Generation<\/div>\n<\/td>\n
Mainstage<\/span><\/td>\n<\/tr>\n
10:00 a.m. \u2013 10:55 a.m.<\/td>\n\n
Mili | Building the AI-enabled Advice Firm: Leadership Perspectives (1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Sponsor<\/span><\/td>\n<\/tr>\n
10:00 a.m. \u2013 10:55 a.m.<\/td>\n\n
(LIVE) Vanilla | Basis and Beyond Estate Planning for Non-taxable Estates<\/div>\n<\/td>\n
Sponsor<\/span><\/td>\n<\/tr>\n
11:00 a.m. \u2013 11:55 a.m.<\/td>\n\n
The Evolution of Advice: Past Lessons, Present Trends, and the Future of Financial Planning Technology<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Going Beyond<\/span><\/td>\n<\/tr>\n
11:00 a.m. \u2013 11:55 a.m.<\/td>\n\n
Unlock the Full Potential of eMoney: 25 Tips and Tricks to Simplify Your Financial Planning Life (25 in 25)<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Fundamental<\/span><\/td>\n<\/tr>\n
12:00 p.m. \u2013 12:55 p.m.<\/td>\n\n
Elevating Client Experiences: Real-Time, Personalized Tools for Meaningful Financial Decisions<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Fundamental<\/span><\/td>\n<\/tr>\n
12:00 p.m. \u2013 12:55 p.m.<\/td>\n\n
Exploring Life Transitions: Financial Planning for Clients Experiencing Major Change<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Going Beyond<\/span><\/td>\n<\/tr>\n
1:00 p.m. \u2013 1:55 p.m.<\/td>\n\n
Michael Kitces | The Four Factors That Really Drive Advicer Productivity<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Mainstage<\/span><\/td>\n<\/tr>\n
1:55 p.m. \u2013 2:30 p.m.<\/td>\n\n
Networking Lounge w\/Michael Kitces<\/div>\n<\/td>\n
Networking Lounge<\/span><\/td>\n<\/tr>\n
2:30 p.m. \u2013 3:25 p.m.<\/td>\n\n
The Next Level of Estate Planning: Trusts, Tax Strategies, and More<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Master Class<\/span><\/td>\n<\/tr>\n
2:30 p.m. \u2013 3:25 p.m.<\/td>\n\n
Life Insurance for the Future: Planning Today for Peace of Mind Tomorrow<\/div>\n
(1 CFP\u00ae CE Credit)<\/div>\n<\/td>\n
Fundamental<\/span><\/td>\n<\/tr>\n
3:30 p.m. \u2013 5:00 p.m.<\/td>\n\n
The Complete Financial Picture: A Case Study on Managing Risk and Investments<\/div>\n
(1.5 CFP\u00ae CE Credits)<\/div>\n<\/td>\n
Master Class<\/span><\/td>\n<\/tr>\n
3:30 p.m. \u2013 4:25 p.m.<\/td>\n\n
Nationwide | Total Retirement Income Planning<\/div>\n<\/td>\n
 Sponsor <\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
\"\"View the full schedule<\/a><\/div>\n