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emoney-planfund-training-icon-new  Advisor Roundtable Workshop
Reserve your seat for the Market Volatility Roundtable to engage in interactive discussions with your peers and members of the eMoney team as we discuss adopting technology solutions to create time for deeper client connections.

In this collaborative, half-day knowledge session with fellow advisors, you will:

  • Uncover valuable insights from new industry research to help you understand how technology can help you create time for deeper client connections.
  • Gain feedback and awareness on how your peers are using technology to scale their practice and build client relationships.
  • Benefit from this exclusive opportunity to network with other eMoney users and share feedback with the eMoney product team


  • Duration: 1/2 Day, 9:00am-11:30am


UPDATE: As a safety measure, all Live Training Workshops will be held as virtual sessions until further notice due to the coronavirus.
Registration closes 24 hours prior to session.

Coming Soon!

Custom 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.