Advanced Planning WorkshopThese CFP® instructor led sessions are designed specifically for advisors who navigate complex planning scenarios and want to leverage eMoney’s advanced planning capabilities. Each session offers a real client case study to learn how to enter detailed information into all facets of the Advanced Fact Finder, create planning techniques, and build scenarios to use in reports and interactive tools.
Session A
This session will focus on a client case study that examines advanced planning strategies for:
- Cashflow and retirement planning
- Education planning
- Stock Options
- Income tax planning
Session B
This session will focus on a client case study that examines advanced planning strategies for:
- Running Monte Carlo simulations
- Annuities
- Insurance
- Estate planning
Note: Session A is not a prerequisite for Session B.
Details:
- $100 per session
- Each session qualifies for 3.5 CFP® Continuing Education Credits. Learn More
- Duration: Each session will run from 9:00am-12:30pm
WORKSHOPS CURRENTLY AVAILABLE:
UPDATE: As a safety measure, all Live Training Workshops will be held as virtual sessions until further notice due to the coronavirus.
Registration closes 72 hours prior to session.
January 21st - Session A - VIRTUAL 9:00am ET
January 22nd - Session B - VIRTUAL 9:00am ET
February 1st - Session A - VIRTUAL 9:00am PT
February 2nd - Session B - VIRTUAL 9:00am PT
Custom Training
LOOKING FOR MORE PERSONALIZED TRAINING?
Design a customized in-person program to meet your training needs.
This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed.