UPCOMING WEBINAR
Presenting Monte Carlo and Tax Strategies in eMoney
Thursday, March 25 from 12:00 - 1:00 p.m. ET
More than ever, clients want to know how long their money will last and the impact market conditions will have on their savings and distribution. Geometric means and straight line analysis don't always tell the whole story.
Join us for this session to learn how you can present Monte Carlo through interactive reports and planning tools, and how tax strategies can be evaluated and presented in a comprehensive financial plan.
Presenters
Chris Mauriello
Financial Planning Practice Management Consultant
eMoney Advisor
Chelsea Brady
Senior Inside Sales Manager
eMoney Advisor
Can't make it to the live session?
Register anyway, and we'll send you the recording.