Financial Planning Opportunities in 2021 (1 CFP® CE Credit)​

Thursday, February 4 from 2:00 - 3:00 p.m. ET
The COVID-19 pandemic has made a profound impact on clients’ lives and their ability to achieve their financial goals. These challenging times have highlighted the need for strategic financial planning and guidance. Despite the current market instability and interest rate environment, there are several planning opportunities and conversations that are worth considering.

Join us as we dive into these various planning options, provide an overview of the recent stimulus, and demonstrate how to utilize eMoney’s platform for client conversations. 

Celeste Revelli, CFP®
Director, Financial Planning
eMoney Advisor
Brett Tharp, CFP®
Senior Financial Planning Analyst
eMoney Advisor
Can't make it to the live session?
Register anyway, and we'll send you the *recording.

*CE credit is not awarded for watching the replay.