Summit – Summit 2022

THANK YOU FOR ATTENDING

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.

2022 eMoney Summit Recap

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

It's day 3 of Summit! Here's a preview of the day:

Today’s Highlights

1 9:00 a.m. - 9:30 a.m. ET - Exhibition Hall
including Live Q&A in Product Experience
2 9:30 a.m. - 10:45 a.m. ET - eMoney Breakout Sessions: Beyond Planning and Presenting to Clients
You'll have two opportunities to join a Beyond Planning or Presenting to Clients breakout session. Note: There are no CE credits offered for Beyond Planning sessions.
3 11:00 a.m. - 5:30p.m. ET - eMoney Breakout Sessions: Building Plans 
You'll have nine opportunities to join a Building Plans session with titles like, Facilitating Deeper Client Discussions with Monte Carlo, Maximizing Income Tax Data for Better Planning, Illustrating Equity Compensation, and more.

>> LOG IN TO THE SUMMIT NOW

>> VIEW ALL BREAKOUTS

PERSONALIZED COACHING

30-minute one-on-one customized coaching sessions kick-off today, Wednesday October 19. If you registered, please be sure to complete the pre-meeting questionnaire emailed directly by your trainer.