{"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":"2026-07-07T20:37:15","modified_gmt":"2026-07-07T20:37:15","slug":"agenda","status":"publish","type":"page","link":"https:\/\/emoneyadvisor.com\/summit\/agenda\/","title":{"rendered":"Agenda"},"content":{"rendered":"\n
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SUPERCHARGE
YOUR AGENDA<\/span><\/h1>\t\t\t\t\t
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See below for the 2026 Summit agenda at a glance. (Times are ET)<\/strong><\/p>\n \n \n Download PDF Agenda\n <\/a>\n\n\n\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n\t

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Monday, October 19<\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Time (ET)<\/th>\nSession<\/th>\nSession Type<\/th>\n<\/tr>\n<\/thead>\n
9:00 a.m. – 6:00 p.m.<\/td>\nExhibit Hall<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
10:00 a.m. – 10:45 a.m.<\/td>\neMoney Leadership and Product Vision<\/td>\nMainstage<\/td>\n<\/tr>\n
10:45 a.m. – 11:45 a.m.<\/td>\nPanel Discussion<\/td>\nMainstage<\/td>\n<\/tr>\n
11:45 a.m. – 12:10 p.m.<\/td>\nBreak<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
12:15 p.m. – 1:10 p.m.<\/td>\nDriving Smarter Planning Outcomes with Decision Center and CoPlanner
\n(1 CFP\u00ae CE Credit*)<\/td>\n		Foundations<\/td>\n<\/tr>\n
12:15 p.m. – 1:10 p.m.<\/td>\nStock Options in eMoney: Turning Equity Compensation into Better
\nPlanning Conversations (1 CFP\u00ae CE Credit*)<\/td>\n		Advanced Strategies<\/td>\n<\/tr>\n
1:15 p.m. – 2:10 p.m.<\/td>\nBuilding a Portal That Leads to Opportunity and Strengthens Client
\nRelationships (1 CFP\u00ae CE Credit*)<\/td>\n		Foundations<\/td>\n<\/tr>\n
1:15 p.m. – 2:10 p.m.<\/td>\nExploring the eMoney Tax Engine (1 CFP\u00ae CE Credit*)<\/td>\nAdvanced Strategies<\/td>\n<\/tr>\n
2:10 p.m. – 2:25 p.m.<\/td>\nBreak<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
2:30 p.m. – 3:25 p.m.<\/td>\nSponsor Breakout Sessions<\/td>\nSponsor<\/td>\n<\/tr>\n
3:30 p.m. – 4:30 p.m.<\/td>\nKeynote Speaker<\/td>\nMainstage<\/td>\n<\/tr>\n
4:30 p.m. – 4:55 p.m.<\/td>\nBreak<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
5:00 p.m. – 6:30 p.m.<\/td>\nComplete Financial Picture: Business Succession, Retirement, and
\nLegacy Case Study (1.5 CFP\u00ae CE Credits*)<\/td>\n		Advanced Strategies<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Tuesday, October 20<\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Time (ET)<\/th>\nSession<\/th>\nSession Type<\/th>\n<\/tr>\n<\/thead>\n
9:00 a.m. – 6:00 p.m.<\/td>\nExhibit Hall<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
8:00 a.m. – 10:00 a.m.<\/td>\nCFP Board Code of Ethics and Standards of Conduct
\n(2 CFP\u00ae CE Credits)<\/td>\n		Ethics<\/td>\n<\/tr>\n
10:00 a.m. – 10:55 a.m.<\/td>\nRetirement Planning with Confidence: Leveraging Social Security
\n(1 CFP\u00ae CE Credit*)<\/td>\n		Foundations<\/td>\n<\/tr>\n
10:00 a.m. – 10:55 a.m.<\/td>\nThe Power of Monte Carlo: Uncovering Possibilities
\n(1 CFP\u00ae CE Credit*)<\/td>\n		Advanced Strategies<\/td>\n<\/tr>\n
11:00 a.m. – 11:55 a.m.<\/td>\nEstablishing a Legacy: Introduction to Estate Planning
\n(1 CFP\u00ae CE Credit*)<\/td>\n		Foundations<\/td>\n<\/tr>\n
11:00 a.m. – 11:55 a.m.<\/td>\nBuilding a Lasting Legacy: Advanced Trust Planning in eMoney
\n(1 CFP\u00ae CE Credit*)<\/td>\n		Advanced Strategies<\/td>\n<\/tr>\n
11:55 a.m. – 12:25 p.m.<\/td>\nBreak<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
12:30 p.m. – 1:25 p.m.<\/td>\nFidelity Sponsor Session<\/td>\nMainstage<\/td>\n<\/tr>\n
1:30 p.m. – 2:30 p.m.<\/td>\nNetworking Session<\/td>\nNetworking Lounge<\/td>\n<\/tr>\n
2:30 p.m. – 2:55 p.m.<\/td>\nBreak<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
3:00 p.m. – 3:30 p.m.<\/td>\nSponsor Breakout Sessions<\/td>\nSponsor<\/td>\n<\/tr>\n
3:35 p.m. – 4:30 p.m.<\/td>\neMoney Features from the Last Year<\/td>\nFoundations<\/td>\n<\/tr>\n
3:35 p.m. – 4:30 p.m.<\/td>\nPlanning Beyond the Unexpected: Safeguarding Clients\u2019 Futures with
\nInsurance (1 CFP\u00ae CE Credit*)<\/td>\n		Advanced Strategies<\/td>\n<\/tr>\n
4:30 p.m. – 4:55 p.m.<\/td>\nBreak<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
5:00 p.m. – 7:00 p.m.<\/td>\nCFP Board Code of Ethics and Standards of Conduct
\n(2 CFP\u00ae CE Credits)<\/td>\n		Ethics<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Wednesday, October 21<\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Time (ET)<\/th>\nSession<\/th>\nSession Type<\/th>\n<\/tr>\n<\/thead>\n
9:00 a.m. – 5:00 p.m.<\/td>\nExhibit Hall<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
10:00 a.m. – 10:55 a.m.<\/td>\nBuilding Better Client Outcomes: A Modern Needs Analysis
\nFramework for Today\u2019s Advisor (1 CFP\u00ae CE Credit*)<\/td>\n		Foundations<\/td>\n<\/tr>\n
10:00 a.m. – 10:55 a.m.<\/td>\nGetting the Most Out of eMoney Annuity Functionalities
\n(1 CFP\u00ae CE Credit*)<\/td>\n		Advanced Strategies<\/td>\n<\/tr>\n
11:00 a.m. – 11:55 a.m.<\/td>\nScaling Up with Foundational Planning
\n(1 CFP\u00ae CE Credit*)<\/td>\n		Foundations<\/td>\n<\/tr>\n
11:00 a.m. – 11:55 a.m.<\/td>\nThree Meetings, One Platform: A Smarter Way to Deliver Financial
\nPlanning (1 CFP\u00ae CE Credit*)<\/td>\n		Foundations<\/td>\n<\/tr>\n
11:55 a.m. – 12:25 p.m.<\/td>\nBreak<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
12:30 p.m. – 1:25 p.m.<\/td>\nSponsor Breakout Sessions<\/td>\nSponsor<\/td>\n<\/tr>\n
1:30 p.m. – 2:30 p.m.<\/td>\nKeynote Speaker<\/td>\nMainstage<\/td>\n<\/tr>\n
2:35 p.m. – 3:30 p.m.<\/td>\nPanel Discussion<\/td>\nMainstage<\/td>\n<\/tr>\n
3:30 p.m. – 3:55 p.m.<\/td>\nBreak<\/td>\nExhibit Hall<\/td>\n<\/tr>\n
4:00 p.m. – 4:55 p.m.<\/td>\neMoney Platform Best Practices and Data Entry Efficiencies
\n(1 CFP\u00ae CE Credit*)<\/td>\n		Foundations<\/td>\n<\/tr>\n
4:00 p.m. – 4:55 p.m.<\/td>\nThe Planning Lifecycle: Matching the Right Tools to the Right Clients,
\nFrom Needs Analysis to Advanced Planning
\n(1 CFP\u00ae CE Credit*)<\/td>\n		Foundations<\/td>\n<\/tr>\n
5:00 p.m. – 6:30 p.m.<\/td>\nPowering What’s Possible: A Case Study on Maximizing Executive Wealth and Equity Compensation (1.5 CFP\u00ae CE Credits*)<\/td>\nAdvanced Strategies<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

*Pending approval<\/p>\n

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Powering What\u2019s Possible in Financial Planning<\/span><\/h2>\n

Ready to begin helping your clients plan for a secure financial future?<\/p>\n \n \n Register now\n <\/a>\n\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-872","page","type-page","status-publish","hentry"],"yoast_head":"\nAgenda - Summit<\/title>\n<meta name=\"description\" content=\"Explore the eMoney Summit 2026 agenda featuring CFP\u00ae CE credit sessions, keynotes, expert panels, networking, and financial planning insights.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/emoneyadvisor.com\/summit\/agenda\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Agenda - 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