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
Nov16 Boston, MA Register
Nov30 Radnor, PA Register
Dec5 La Jolla, CA Register
Dec7 Atlanta, GA Register
Feb22 Houston, TX (New Agenda Coming Soon! Registration Opens December 15th) Register
Mar27 La Jolla, CA (New Agenda Coming Soon! Registration Opens December 15th) 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
Nov14 Boston, MA Register
Nov28 Radnor, PA Register
Dec3 La Jolla, CA Register
Dec5 Atlanta, GA Register
Jan23 La Jolla, CA (New Agenda Coming Soon! Registration Opens December 15th) Register
Jan23 Radnor, PA (New Agenda Coming Soon! Registration Opens December 15th) Register
Jan23 Phoenix, AZ (New Agenda Coming Soon! Registration Opens December 15th) Register
Jan30 Orlando, FL (New Agenda Coming Soon! Registration Opens December 15th) Register
Feb20 Houston, TX (New Agenda Coming Soon! Registration Opens December 15th) Register
Feb27 Atlanta, GA (New Agenda Coming Soon! Registration Opens December 15th) Register
Mar20 Radnor, PA (New Agenda Coming Soon! Registration Opens December 15th) Register
Mar20 Seattle, WA (New Agenda Coming Soon! Registration Opens December 15th) Register
Mar25 La Jolla, CA (New Agenda Coming Soon! Registration Opens December 15th) Register
Mar27 Charlotte, NC (New Agenda Coming Soon! Registration Opens December 15th) 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
Nov15 Boston, MA (Sold out, Waitlist open) Register
Nov29 Radnor, PA Register
Dec4 La Jolla, CA Register
Dec6 Atlanta, GA Register
Jan24 La Jolla, CA (New Agenda Coming Soon! Registration Opens December 15th) Register
Jan24 Radnor, PA (New Agenda Coming Soon! Registration Opens December 15th) Register
Jan24 Phoenix, AZ (New Agenda Coming Soon! Registration Opens December 15th) Register
Jan31 Orlando, FL (New Agenda Coming Soon! Registration Opens December 15th) Register
Feb21 Houston, TX (New Agenda Coming Soon! Registration Opens December 15th) Register
Feb28 Atlanta, GA (New Agenda Coming Soon! Registration Opens December 15th) Register
Mar21 Radnor, PA (New Agenda Coming Soon! Registration Opens December 15th) Register
Mar21 Seattle, WA (New Agenda Coming Soon! Registration Opens December 15th) Register
Mar26 La Jolla, CA (New Agenda Coming Soon! Registration Opens December 15th) Register
Mar28 Charlotte, NC (New Agenda Coming Soon! Registration Opens December 15th) 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
Nov14

Summit Series: The Interactive Meeting

Whether you’re presenting pre-built plans or having your client take the lead — FlexGen advisors are using technology to connect and engage with their clients like never before. Join us to discover pro-tips and techniques that will bring your plans to life to millennials and baby-boomers alike.
Inexperienced & Experienced Register
Nov21

Summit Series: Taxes in eMoney

Take an in-depth look at how taxes are handled in eMoney, including new features we’ve added for the Tax Cuts and Jobs Act, and discover new ways to customize your tax options and create compelling simulations.
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
Nov28

Summit Series: Estate Planning

Learn how to create powerful estate plans in eMoney including insight into the best ways to model trusts and tips for creating impactful presentations.
Experienced Register
Dec5

Summit Series: Retirement Planning

The Retirement Plan is an essential for all advisors. In this session, we’ll demonstrate how to create a core retirement plan from start to finish. We’ll dive into best practices for entering client data, creating scenarios, and building a compelling client presentation.
Inexperienced & Experienced Register
Dec12

Summit Series: Monte Carlo

Join us for an in-depth look at the inner workings of the Monte Carlo simulation and learn best practices for presenting the results to your clients.
Experienced Register
Dec19

Summit Series: eMoney in Your Office

Streamline your workflow with eMoney. Join us to uncover tools designed to create a seamless workflow and how to implement them in your office.
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