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.

Charitable Giving:

Discover common gifting strategies such as Planned Gifts, qualified charitable distributions, various charitable trusts and more.

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. 

Income Taxes:

Get ready to explore various tax planning strategies and implementation tactics to help clients plan for the future.

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.


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.


Uncover planning strategies, techniques, and reports while learning more about life, long term care, and disability insurance in eMoney.

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.

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.

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.

Webinars & Recordings Series

Custom 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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