Planning with

PURPOSE

OCTOBER 25-27

virtual icon Virtual Conference
Summit 2021 Hero Photo

1,000+

Attendees

1,000+

One-on-one Training Sessions

70+

Speakers

12+

Hours of Continuing Education for CFP® Professionals

Everyone has a unique, personal, and experience-based perception of planning:

What it is…
and how it’s done.

What it is…
and how it’s done.

In a time when consumers are demanding personalization and representing an extremely diverse range of generational needs, financial professionals are reexamining their own practices and points of differentiation to find and effectively serve their ideal target clients.
Financial professionals who focus on planning with purpose—a purpose authentic to them and meaningful to their clients—will leverage technology to scale planning tasks so they can spend their time delivering the expertise and insight that only they can provide.
Through advice that is intertwined with the values and wellbeing of their clients, they will attract and delight clients by showing a true understanding of their needs and a commitment to meeting their expectations, which will result in long-term satisfaction on both sides.

computer icon  Register today, Summit 2021 is right around the corner!

AGENDA

Highlights

  • Planning with Purpose

    With Ed O’Brien & Matt Schulte

  • eMoney Product Vision

    With Jess Liberi

  • Breakout Sessions

    See Sessions Page for more details.

  • >> SEE FULL AGENDA

FEATURED Sessions

WELCOME OUR 2021 Sponsors

Become a Sponsor

Join the conversation and connect with our top advisors to discuss the latest industry trends and technology.
This year we’re offering a variety of sponsorship packages and options to help you achieve your desired level of exposure. Please contact advisorsummit@emoneyadvisor.com to sign on as a 2021 eMoney Summit sponsor.