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
Mar27 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
Mar25 La Jolla, CA Register
Mar27 Charlotte, NC Register
Apr3 Orlando, FL Register
Apr17 San Francisco, CA Register
Apr24 Washington, DC 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
Mar26 La Jolla, CA Register
Mar28 Charlotte, NC Register
Apr4 Orlando, FL Register
Apr18 San Francisco, CA Register
Apr25 Washington, DC Register


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


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

Date Topic Audience Register

March Product Update Release

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

Foundational Planning 201

This week, we’ll go even more in-depth into our latest planning release designed to deliver personalized, dynamic plans that help clients prepare for financial decisions at every life stage.
Experienced Register

Understanding Your Investment Assumptions

Understand investment assumptions, how to customize, and how to update them either globally or at the client level.
Experienced Register

Role Playing in the Retirement Conversation

Join one of our most highly requested webcasts as we simulate a retirement meeting discussion, including ways to maneuver those inevitable curve-balls.
Experienced Register

Stay Organized with eMoney

Tune in to learn how eMoney can help you and your office stay organized throughout this crazy time of year.
Inexperienced & Experienced Register

Realistic Real Estate

This session will educate you on everything surrounding real estate in our platform— from data entry to reporting. Tune in live to learn and submit questions along the way!
Experienced Register

Answering Your Clients' Social Security Concerns

With most clients, social security is a common concern when discussing retirement. This session will equip you with how to handle those conversations using the tools in eMoney to make it visual for your clients.
Experienced Register

Prospecting with Sample Clients

With most clients, social security is a common concern when discussing retirement. This session will equip you with how to handle those conversations using the tools in eMoney to make it visual for your clients.
Inexperienced & Experienced Register

Life Insurance Basics

In this session, we will demonstrate how to clearly illustrate a client’s life insurance needs and offer tips on how to present your findings.
Experienced Register

Mid-Year Review

It’s that time of year again! Tune in today to learn what information to review per client and how to build a consistent and comprehensive presentation template as we walk through the top reports to include in your mid-year review.
Experienced Register

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

Understanding Stock Options

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

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

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

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

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

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

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