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
Aug17 Cincinnati, OH Register
Aug22 Radnor, PA Register
Aug24 Denver, CO Register
Aug29 La Jolla, CA Register
Sep21 Charlotte, NC Register
Sep28 Seattle, WA Register
Oct3 La Jolla, CA 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
Aug20 Radnor, PA Register
Aug22 Denver, CO Register
Aug27 La Jolla, CA Register
Sep19 Charlotte, NC Register
Sep26 Seattle, WA Register
Oct1 La Jolla, CA 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
Aug21 Radnor, PA Register
Aug23 Denver, CO Register
Aug28 La Jolla, CA Register
Sep6 Minneapolis, MN Register
Sep20 Charlotte, NC Register
Sep27 Seattle, WA Register
Oct2 La Jolla, CA 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
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