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Join Us Virtually from

October 20-22!

Discover how eMoney is setting the course for planning’s next era. Explore new research and dynamic, interactive tools that empower you to deliver personalized, collaborative experiences and drive meaningful results in your business.

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Why Attend

Shaping the Future of
Financial Planning

Through 25 years of change—to our industry, society, and world—eMoney has stood at the forefront of anticipating, developing, and delivering impactful financial planning solutions. Today, we remain dedicated to providing the best technology in the industry, ensuring financial professionals can cultivate deep relationships, build robust businesses, and create even stronger financial plans.

Join us and learn how we will continue to work with you to shape the future of financial planning by offering effective and thoughtful experiences for our users and their clients.

CE Credits

Earn CE Credit with Industry Experts

Enhance your expertise and grow your business while earning up to 20 CE credits. Learn from eMoney experts and industry leaders and discover innovative strategies for improving performance and client satisfaction.

Virtual Benefits

Personalized 1:1 Consultations and More Than 20 Breakout Sessions

In addition to keynote sessions, expert-led CE opportunities, and breakout sessions, attendees can schedule virtual one-on-one coaching to discuss their unique business goals and best practices for elevating their planning strategies.

Pricing Options

Individual Registration

Summer pricing is

$515 per person

Register now before summer—and this great rate—are gone for good!

Register Now

Firm Registration

Firm pricing starts at

$299 per person

Deep discounts are available when you register 10 or more people.

Contact Us

Attendee Testimonials

Keynote speakers were incredible; loved the theme, and the panel discussions were great!”

I liked the Keynote presenters. I thought they were very topical given the shift in focus in the industry, and I appreciated the tools they provided for helping me become a better advisor.”

I truly enjoyed the theme, especially in that it pertains to all areas of life just as much as it does for financial planning. The panel was incredibly insightful and bridged together all the sessions with the overarching theme, and I appreciated how seamless it all felt.”

Really enjoyed the speakers. Would love to attend again next year!”

Sponsorship

Be Part of the Future of Financial Planning

Become a sponsor of this popular event and increase your visibility among leading RIAs, broker-dealers, banks, and insurance companies.

Opportunities are available to join our valued sponsors and showcase your brand. Contact advisorsummit@emoneyadvisor.com

Don’t miss this opportunity to connect, engage, and grow your business.

The Future of Planning Is Now

Registration is underway!
Summer pricing is available for a limited time: $515

Register Now
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