Advanced Series
For more advanced users, these 1 hour sessions provide a deeper view into the eMoney Platform.
Cash Flow and Retirement:
Take your cash flow and retirement planning skills to the next level with helpful tips to elevate your eMoney knowledge.
Income Taxes:
Get ready to explore various tax planning strategies and implementation tactics to help clients plan for the future.
Insurance:
Uncover planning strategies, techniques, and reports while learning more about life, long term care, and disability insurance in eMoney.
Investment Planning:
Join us as we deep dive into our additional planning tools, like our portfolio analysis, to learn about their underlying investment assumptions, inputs and outputs.
Monte Carlo:
Join us to gain a deeper understanding of Monte Carlo projections. This session details the eMoney Monte Carlo simulations, important tips, and how to use these simulations to prepare clients for the future.
Stock Options:
We will explore different types of stock options, as well as how to take advantage of the corresponding reports to help your clients maximize their potential returns.
Annuities:
Annuities can be complicated, but they don't have to be. Join us to gain a deeper understanding into efficient annuity strategy and product types.
A-Z Business Interests:
Do your clients own businesses? Discover the different business types in eMoney, and the best practices to showcase business planning in the application.
Charitable Giving:
Discover common gifting strategies such as Planned Gifts, qualified charitable distributions, various charitable trusts and more.
Estate Planning:
Learn how to build the foundation you need with eMoney's estate planning capabilities which allow you to create and present simple and complex estate plans for your clients.
Webinars & Recordings Series
Custom Training
LOOKING FOR MORE PERSONALIZED TRAINING?
Design a customized virtual or 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.
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