Looking Back to Look Forward: A 2022 Recap

(1 CFP® CE Credit*)
Setting your New Year's resolutions? Hear from eMoney as we pause and look back—recapping our significant research findings and demonstrating our key feature rollouts of 2022—culminating in a discussion on three important drivers to maximizing client relationships and delivering more plans to more people in 2023.
*CFP Credits not applicable for viewing recorded webinar

Emily Koochel, Ph.D., AFC®, CFT-I™, BFA™
Senior Financial Planning Education Consultant
eMoney Advisor
Chris Mauriello
Financial Planning Practice Management Consultant
eMoney Advisor