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emoney-planfund-training-icon-new  Advisor Roundtable Workshop
Reserve your seat at the Advisor Roundtable to uncover strategies for leading more engaging prospect and client meetings that showcase your value and the eMoney digital service offering.

In this collaborative, half-day knowledge session with fellow advisors, you'll learn how to:

  • Position eMoney to prospects and clients
  • Address possible client concerns or objections
  • Conduct more engaging client meetings using eMoney's interactive tools

Details:

  • $100 per seat
  • Duration: 1/2 Day, 8:45am-12:00pm

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 24 hours prior to session.

November 13 - VIRTUAL 8:45am ET

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.