Register for Training


Advisor Roundtable Workshop

Suggested for:

  • Advisors using emX or emXPro

In this workshop, we will cover:

  • How to Position eMoney
  • Presenting with eMoney
  • Introducing eMoney to a New Client
  • Client Worries & Objections
  • Interactive Planning Tools
  • How to Set Yourself Apart Using eMoney

View Agenda.
Date Location Register
Feb23 Charlotte, NC Register
Mar2 Seattle, WA Register
Mar9 Radnor, PA Register
Mar16 La Jolla, CA Register
Mar23 Atlanta, GA Register
Mar23 San Francisco, CA Register
Apr18 La Jolla, CA Register
Apr20 Washington, DC Register
Apr25 Radnor, PA Register
Apr27 Houston, TX Register
May18 Boston, MA Register
May25 Salt Lake City, UT Register
Jun8 Radnor, PA Register
Jun15 La Jolla, CA Register
Jun22 Chicago, IL Register

Platform Essentials Workshop

Suggested for:

  • Support staff members who handle data entry

In this workshop, we will cover:

  • Connection Best Practices
  • Launching a Client Site
  • Data Entry Basics
  • Report Basics

View Agenda

Date Location Register
Feb21 Charlotte, NC Register
Feb28 Seattle, WA Register
Mar7 Radnor, PA Register
Mar14 La Jolla, CA Register
Mar21 Atlanta, GA Register
Mar21 San Francisco, CA Register
Apr16 La Jolla, CA Register
Apr18 Washington, DC Register
Apr23 Radnor, PA Register
Apr25 Houston, TX Register
May16 Boston, MA Register
May23 Salt Lake City, UT Register
Jun6 Radnor, PA Register
Jun13 La Jolla, CA Register
Jun20 Chicago, IL Register

Planning Fundamentals Workshop

Suggested for:

  • Support staff or Advisors involved in the
    Planning process

In this workshop, we will cover:

  • Sample Clients
  • Fact Finder
  • Reports
  • Advanced Planning Tool
  • Goal Planner
  • Decision Center
  • Distribution Center
  • Building Presentations

View Agenda.
Date Location Register
Feb22 Charlotte, NC Register
Mar1 Seattle, WA Register
Mar8 Radnor, PA Register
Mar15 La Jolla, CA Register
Mar22 San Francisco, CA Register
Mar22 Atlanta, GA Register
Apr17 La Jolla, CA Register
Apr19 Washington, DC Register
Apr24 Radnor, PA Register
Apr26 Houston, TX Register
May17 Boston, MA Register
May24 Salt Lake City, UT Register
Jun7 Radnor, PA Register
Jun14 La Jolla, CA Register
Jun21 Chicago, IL Register

Webcasts

Attend a Live Training Webcast without leaving the comfort of your office! If you have difficulty, please call 1-888-362-8482.


Coaching Sessions

Every Tuesday at 2pm (EST)

Ready to master the fundamentals of eMoney? In this WebEx series, we'll highlight key features of the system and best practices that will help you build the skills you'll need to get started with eMoney.

eMoney Master Series

Every Wednesday at 2pm (EST)

Feel like you've tackled the basics of eMoney? Tune into our Weekly Wednesday Webexes where we'll dig deeper into facets of the system that you are already familiar with.

Previously Recorded Webcasts

Anytime

Browse an archive of previously recorded webcasts and watch them anytime, anywhere.


Date Topic Audience Register
Feb20

Interactive Tools in Client Meetings

Let’s take a look at best practices for using the interactive tools when meeting with existing & prospective clients.
Inexperienced Register
Feb21

Cash Flow 201

Now that you’ve learned the basics, let’s take a deeper dive in to the world of cash flow. We will also demonstrate how to use Reports to diagnose issues around inflows and outflows.
Experienced Register
Feb27

February Product Release Update

Join us as we go over the newly released updates for this month.
Inexperienced & Experienced Register
Feb28

eMoney Masters Series Feedback Sessions

Join us for an exclusive preview of some things we’ve been working on. This session will feature members of the eMoney Product Development Team as they show-off some new ideas and products you may see in the future. We will also be asking for your direct feedback. We want to know what you think and how we can make our ideas even better. This session is an exclusive live event and WILL NOT BE RECORDED. So please tune in if you would like to see what we have in store. **LIVE ONLY. SESSION WILL NOT BE RECORDED**
Experienced Register
Mar6

emX Proactive Features

Today we will uncover some of the often overlooked features in emX that can help you stay ahead of the curve!
Inexperienced Register
Mar7

Tax Analysis in eMoney

Tune in as we review the tools you have within eMoney for tax analysis. We will show you how to identify problems and a couple of use cases on how to solve those problems.
Experienced Register
Mar13

Why eMoney?

Join us as we answer why so many advisors are dedicated to using our platform.
Inexperienced Register
Mar14

Mid Year Review

Learn how to build a consistent and comprehensive presentation template as we walk through the top reports to include in your Mid-Year Review. • Statements, Balance Sheet, Life Insurance- Gap Analysis, 5 year cash flow (next 5 years), 5 year cash flow (first 5 years of retirement), Retirement Planning- looking at everything, Retirement Planning- Options for meeting needs, Investments- Asset Allocation, Investments- Holdings Detail, Investments- Income by Security
Experienced Register
Mar20

Getting Started with eMoney

Join us to learn best practices for setting the foundation on your eMoney platform.
Inexperienced Register
Mar21

Social Security Strategies

Join us for a detailed look at Social Security in eMoney, and learn how to model and present Social Security benefit strategies to your clients.
Experienced Register
Mar27

Monthly Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Mar28

eMoney Masters Series Feedback Sessions

Join us for an exclusive preview of some things we’ve been working on. This session will feature members of the eMoney Product Development Team as they show-off some new ideas and products you may see in the future. We will also be asking for your direct feedback. We want to know what you think and how we can make our ideas even better. This session is an exclusive live event and WILL NOT BE RECORDED. So please tune in if you would like to see what we have in store. **LIVE ONLY. SESSION WILL NOT BE RECORDED**
Experienced Register
Apr3

Your Support Resources

Learn how to get the help, training and resources you need – when you need it most.
Inexperienced Register
Apr4

eMoney Security Features

In this session we’ll provide you with a detailed look at our advisor and client security features to help alleviate your client’s security concerns.
Experienced Register
Apr10

Create an Integrated Wealth Management Experience

Join us as we discuss each of our key integration partners and outline how to use each.
Inexperienced Register
Apr11

Modeling Business Interests

Does your client own a business? Follow along as we demonstrate how to model a business interest and show you the how eMoney’s business reports illustrate the businesses income, expenses, distributions and more. • All about the Business Interest fact and planning stuff too
Experienced Register
Apr17

Prospecting with eMoney

Looking to build your book? Join us to learn how to attract and convert prospects with eMoney.
Inexperienced Register
Apr18

Modeling Real Estate

Real Estate is a key element is a client’s financial plan. In this session, we’ll help you understand how to accurately model real estate growth and transactions and the best reports for presenting to your clients. • All about the Real Estate fact type and planning stuff too
Experienced Register
Apr24

Monthly Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Apr25

Using Alerts to Increase Client Engagement

Learn how to create a more engaging client experience by developing best practices with Client Site Alerts.
Experienced Register
May2

Best Tools for Each Type of Client

Every client is different. Learn how to customize your process to meet the unique needs of your client base. • Prospects; lead capture and client site with just organizer turned on • Client with one asset under management • Etc…
Experienced Register
May9

Customizing your Investment Assumptions

Learn how to fine tune your Investment Assumptions within eMoney. We will be discussing what you should be controlling, what you should not be doing, and how to make sure you are managing everything effectively. • Do create your own model portfolios • Do create your own asset classes • Don’t create a custom Market Index • Focus on Firm wide with Investment Specialist Tool and on an individual advisor basis
Experienced Register
May16

Troubleshooting Connections

Tune in to learn how to resolve and prevent the most common connections issues in eMoney.
Experienced Register
May23

Onboarding Someone New to Your Firm and eMoney

Learning a new system quickly can be difficult. Join us to see how you can get a new hire up and running in eMoney, and where to find the resources they need to succeed.
Experienced Register
May30

Life Insurance Planning

In this week’s session we’ll demonstrate how clearly illustrate a client’s life insurance needs and offer tips for presenting your findings.
Experienced Register
Jun6

The Retirement Conversation

Are your clients approaching retirement? Learn how to prepare, execute and follow up with a client following a retirement conversation. We’ll offer tips on retirement planning, presenting in eMoney, and next steps. • Before the Meeting: Data entry, scenarios, set up decision center, report presentation • During the Meeting: How to handle curve balls from clients and integrate new info, presentation mode, using interactive tools • After the Meeting: Creating Next Steps on the Client site, delivering docs to the vault, setting up new client website features
Experienced Register
Jun13

Stock Options Explained

Learn how to accurately model stock options, common techniques for their use, and best practices for presenting them to your clients.
Experienced Register
Jun20

Modeling Guaranteed Income with Annuities

In this webinar, we’ll demonstrate some of the best ways to model guaranteed income in eMoney using annuities.
Experienced Register
Jun27

Advisor Compliance Solutions

Learn how eMoney can help ensure you remain compliant with built-in tools for safeguarding client data, a focused approach to DoL, and our Advisor Assurance platform. • Advisor Assurance • DOL Approach • Vault Usage/Client History • “Detailed” Reports not available for Presentation
Experienced Register
Jul3

Modeling Charitable Gifts

In this session, we’ll walk though how to model charitable gifts in eMoney and demonstrate the best reports for presenting to your clients.
Experienced Register

Note: If you're interested in live training but do not have emX, please email training@emoneyadvisor.com

Custom Training

Not seeing something that fits your needs? Click Design Your Program to create your custom in-person training.

This approach is recommended for long-time eMoney users looking for in-depth training topics, new users looking to get their office up to speed, and anyone not on emX.


Design Your Program