Application 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.


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.


We make it easy for you to meet your continuing education requirements and stay at the forefront of financial planning and innovation.


Jay Shetty

Jay Shetty is a British-born #1 New York Times Best-selling author award winning storyteller & podcast host and former monk, on a mission to make wisdom go viral.

In 2019, Ad Week made him their Young Influential cover star, describing him as “an emanation of spiritual force.” In 2017, Forbes named him in their 30 Under 30 List for being a game changer in media. People Magazine named him “one to watch.” In 2018 and 2019 the Streamy’s named him the Best Health & Wellness Creator of the Year. His videos have been viewed more than 8 billion times and he is followed by over 40 million people across social media.

Jay Shetty Headshot


Marci Rossell

Marci Rossell is a world-renowned economist and financial expert who electrifies audiences nationwide, speaking candidly on the nexus of economics, politics, culture, and the media. She honed her animated style serving as the popular, lively Chief Economist for CNBC, where she became a household name and a must-watch source of financial news. The former co-host of the well-known “pre-market” morning news and talk show Squawk Box is revered for taking complex economic issues, often dull in the button-down business press, and making them relevant to people’s lives, families, and careers. 

Reasons to attend

TECHNOLOGY: Learn about the latest trends and innovations and receive live demos of the latest technology in the virtual eMoney Exhibition Hall.

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.