INTERACTIVE WEBINAR
Assessing Your Financial Planning Strategy (Part 1)
Thursday, May 20 from 12:00 - 1:00 p.m. ET
Join eMoney for part one of a two-part interactive series to learn how to create an actionable financial planning strategy that will help you build and deliver more plans.
Presenters
Steve Levis, CFP®
SVP, Financial Planning
eMoney Advsior
Connor Sung, CFP®
Manager, Practice Management
eMoney Advsior
Can't make it to the live session?
Register anyway, and we'll send you the recording.
Join us on Thursday, June 10 at 12:00 p.m. ET for Part 2
Elevate Your Financial Planning Strategies