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
May25 Salt Lake City, UT Register
Jun8 Radnor, PA Register
Jun15 La Jolla, CA Register
Jun22 Chicago, IL Register
Jun29 Portland, OR Register
Jul20 New York City, NY Register
Jul25 La Jolla, CA Register
Jul25 Radnor, PA Register
Jul27 Minneapolis, MN 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
May23 Salt Lake City, UT Register
Jun6 Radnor, PA Register
Jun13 La Jolla, CA Register
Jun20 Chicago, IL Register
Jun27 Portland, OR Register
Jul18 New York City, NY Register
Jul23 La Jolla, CA Register
Jul23 Radnor, PA Register
Jul25 Minneapolis, MN 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
May24 Salt Lake City, UT Register
Jun7 Radnor, PA Register
Jun14 La Jolla, CA Register
Jun21 Chicago, IL Register
Jun28 Portand, OR Register
Jul19 New York City, NY Register
Jul24 La Jolla, CA Register
Jul24 Radnor, PA Register
Jul26 Minneapolis, MN 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
May22

Client Portal Breakdown

Take an in-depth look at all the settings and features available on the Client Portal and learn how to customize your default settings to your business.
Inexperienced 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
May29

Monthly Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & 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
Jun5

Client Portal Best Practices

Join us as we discuss resources and tips on keeping clients engaged, while using their Client Portal’s.
Inexperienced 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.
Experienced Register
Jun12

Add Efficiency to your Data Entry Process

In this session, we’ll discuss best practices for creating an efficient data entry process and how to check your work quickly and easily.
Inexperienced 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
Jun19

Introductory Planning Tools

Learn how to create quick and simple introductory financial plans for new clients.
Inexperienced 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
Jun26

Monthly Product Release

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced/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.
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
Jul3

Understanding eMoney's Simulation Model

Join us as we go the key assumptions in eMoney that bring your financial plans to life.
Inexperienced Register
Jul10

Creating Alternative Plans

Learn how to create and demonstrate alternative planning scenarios with eMoney’s Advanced Planning Scenarios.
Inexperienced Register
Jul11

New Millennial Sample Client: Meet the Rosen's

Join us as we explain the new millennial sample clients and walk you through their story in the planning tools.
Experienced Register
Jul17

Interactive Planning Tools

eMoney’s interactive planning tools are a great resource for demonstrating the impact of a financial plan to your client. Join us to learn about each tool and best practices for their use.
Inexperienced Register
Jul18

Build an Unbreakable Network with Alliance Partners

In this session, we'll provide you with a detailed look at a feature you may be overlooking, but could be a game-changer for your cleints.
Experienced Register
Jul24

Creating Deliverables

Looking to provide that tangible piece to your clients? Tune in, as this session will cover how to create custom deliverables using the reports within the platform.
Inexperienced Register
Jul25

Quick Wins with Needs Analysis

Show your client or prospect a simple but realistic report in just a few minutes with Needs Analysis.
Experienced Register
Jul31

July Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Aug1

Create Powerful Custom Presentations

In this session, you’ll learn how to create impactful presentations that address your clients’ specific concerns.
Experienced Register
Aug7

The Interactive Meeting

Join us as we showcase collaborative ways to use eMoney in a client meeting.
Inexperienced Register
Aug8

Protect Your Loved Ones

Are your clients concerned about protecting their loved ones even after they’re gone? Join this session to learn about tools in eMoney that can ease their concerns.
Experienced Register
Aug14

Marketing to Prospects

Learn how to use eMoney to attract, qualify and retain prospects, while staying engaged with your current client base.
Inexperienced Register
Aug15

Advanced Planning Scenarios vs. What-Ifs

Learn the key differences between two of our most robust planning tools and when you should use one over the other.
Experienced Register
Aug21

How to Stay Organized

In this session, we’ll discuss the features of eMoney that help you stay focused and keep your business on track.
Inexperienced Register
Aug22

Streamline Your Data Entry Process

Are you spending too much time entering fact details? Learn how to save time and increase your data entry speed with these best practices.
Experienced Register
Aug28

August Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Aug29

Top 8 Reports

With so many reports to choose from, choosing the right on for your client can be overwhelming. It doesn’t have to be! Tune in to learn some of our most versatile options.
Experienced Register
Sep5

Post-Meeting Checklist Series: Retirement Focused Clients

Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around retirement planning.
Experienced Register
Sep12

Post-Meeting Checklist Series: Investment Focused Clients

Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around investment management.
Experienced Register
Sep19

Post-Meeting Checklist Series: Life Insurance Clients

Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around life insurance planning.
Experienced Register
Sep25

September Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Sep26

Post-Meeting Checklist Series: Education Focused Clients

Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around education planning.
Experienced Register
Oct3

Post-Meeting Checklist Series: Estate Planning Clients

Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around estate planning.
Experienced Register
Oct10

A Modern Mobile Experience

Join us as we show you the power of our new mobile experience and demonstrate how it can be used effectively by clients and advisors.
Experienced Register
Oct17

Creating Realistic Living Expenses

Follow along as we explain how to create realistic living expenses in eMoney.
Experienced Register
Oct24

Comprehensive Education Planning

“Can we afford to send them to our alma mater or even an Ivy League school?” Answer your clients’ most common education planning concerns with our powerful planning tools.
Experienced Register
Oct30

October Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Oct31

Customizing your Investment Assumptions

Take a detailed look at how the eMoney Investment Simulations work and discover how to fine tune your clients’ financial plans by customizing your Investment Assumptions.
Experienced Register
Nov27

November Product Release Update

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