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emoney-planfund-training-icon-new  Advanced Planning Workshop
These 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 8:45am-12:00pm ET

WORKSHOPS CURRENTLY AVAILABLE:

UPDATE: As a safety measure, all Live Training Workshops will be held as virtual sessions through the end of the year due to the coronavirus.
Registration closes 72 hours prior to session.

 November 19 - Session A - VIRTUAL 8:45am PT

 November 20 - Session B - VIRTUAL 8:45am PT

Custom Training

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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.