Summit – Summit 2022

WHY ATTEND THE SUMMIT?

This conference was designed to help you bring planning to more people. Over the course of three days, we will share proprietary research and the resulting insights to help identify the opportunity for you to better connect and engage with the millions of households looking for the service, knowledge, and experience you are positioned to deliver.

Registration for this year's Summit closes on October 12. Don't wait to save your seat!

How do you bridge the gap between your services and expertise and the experience consumers want?

88 million households are underserved. What kind of experience do they want? This is the only conference that will show you how best to bridge the gap.

Discover how to engage the 64% of consumers willing to pay for financial advice but are not currently working with a financial professional.

1,600+

Consumers Surveyed on Their Desired Financial Experience

45+

Actionable Takeaways for eMoney Users

11+

Hours of CE for CFP® Professionals

20

Sessions to Choose from

AGENDA

See a highlight of some sessions featured at the eMoney summit – created based on popular search terms among eMoney users:

Highlights

1 Bridging the Gap
eMoney's leadership team will present proprietary research on how to bridge the gap between your services and expertise and the experience consumers want.
2 Product Roadmap & Vision
Financial professionals need to be able to offer their clients a fulfilling, personalized, hybrid experience. Learn how this need is informing our product vision.

>> VIEW FULL AGENDA

Breakout Highlights

1 Building and Delivering Estate Plans
See how to create and demonstrate interactive estate planning strategies in eMoney.
2 Creating a Complete Financial Picture
See how to build and present a plan to a client in the most impactful way possible.
3 Facilitating Deeper Client Discussions with Monte Carlo
See which reports can be used to demonstrate the value of Monte Carlo, enhance decision making, and increase client confidence.

>> SEE ALL SESSIONS

PERSONALIZED COACHING

In addition to our mainstage presentations, breakouts, CE sessions, and keynote speakers, you have the unique opportunity to book a 30-minute one-on-one customized session with an eMoney expert. There are three reasons why virtual one-on-one personalized coaching fills up quickly every year. Learn more.