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.

Upcoming Dates:
June 13th
September 5th

Income Taxes:

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

Upcoming Dates:
June 20th
September 12th


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

Upcoming Dates:
June 27th
September 19th

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.

Upcoming Dates:
July 11th
September 26th

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.

Upcoming Dates:
July 18th
October 3rd

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. 

Upcoming Dates:
July 25th
October 10th


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.

Upcoming Dates:
August 1st

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.

Upcoming Dates:
August 8th

Charitable Giving:

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

Upcoming Dates:
May 30th
August 22nd

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.

Upcoming Dates:
June 6th
August 29th

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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