UPCOMING WEBINAR

Planning and Marketing in Action

Thursday, February 11 from 2:00 - 3:00 p.m. ET

Now that we've shown the benefits of financial planning and marketing and how they work together, where does technology come into play?

Join eMoney for part 2 in this 3-part series as we jump into our application and take you through a demonstration of our software designed to support your financial planning and marketing strategies to drive business growth and client engagement.

Presenters

Valerie Rivera

Senior Product Marketing Manager at eMoney Advisor

Chris Mauriello

Financial Planning Practice Management Consultant at eMoney Advisor

Can't make it to the live session?