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
Jun21 Chicago, IL Register
Jul26 Jersey City, NJ 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
Jun12 Minneapolis, MN Register
Jun19 Chicago, IL Register
Jul17 Denver, CO Register
Jul18 Radnor, PA Register
Jul24 Jersey City, NJ Register
Jul29 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
Jun13 Minneapolis, MN Register
Jun20 Chicago, IL Register
Jul18 Denver, CO Register
Jul19 Radnor, PA Register
Jul25 Jersey City, NJ Register
Jul30 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
May28

May Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
May29

Advanced Planning vs. Foundational Planning

Learn about the differences between Foundational and Advanced Planning! We’ll use a sample client to mimic a typical progression through different planning stages.
Experiened Register
Jun5

Understanding Stock Options

This session we will cover best practices and efficiencies surrounding stock option input and monitoring.
Experienced Register
Jun12

All About Annuities

Annuities can be complex – but inputting them into eMoney doesn’t have to be! In this session, we will explain how to efficiently enter your clients’ data and check to ensure it’s functioning as intended.
Experienced Register
Jun19

Rolling Out the Client Portal

The Client Portal is your number one client relationship tool, so when introducing it to clients, make sure they buy into using it regularly. Tune in as we offer best practices on how to introduce the Client Portal to your clients.
Inexperienced & Experienced Register
Jun25

June Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Jun26

Education Planning Essentials

Your client’s children are deciding where they want to go to college – but can they afford it? Use eMoney to show your clients what is realistic for them, and/or what changes they’ll need to make to make it a reality for their child!
Experienced Register
Jul3

Integrations 101

Our powerful integrations were designed to save you time and energy. In this session, we will explore the types of integrations we offer and the benefits of using them.
Inexperienced & Experienced Register
Jul30

July Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Aug27

August Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Experienced & Inexperienced Register
Sep24

September Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Oct29

October Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.
Inexperienced & Experienced Register
Nov26

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