Comprehensive Planning WorkshopThese CFP® instructor led sessions are designed specifically for advisors who navigate complex planning scenarios and want to leverage eMoney’s advanced planning capabilities. Each session offers a real client case study to learn how to enter detailed information into all facets of the Advanced Fact Finder, create planning techniques, and build scenarios to use in reports and interactive tools.
Session A
This session will focus on a client case study that examines advanced planning strategies for:
- Cash Flow Planning
- Income Tax Planning
- Retirement Planning
- Monte Carlo
Session B
This session will focus on a client case study that examines advanced planning strategies for:
- Life Insurance Planning
- Investment Planning
- Education Planning
- Stock Option Planning
- Fixed Retirement Income Planning
Session C
This session will focus on a client case study that examines advanced planning strategies for:
- Charitable Planning
- Trust Planning
- Estate Planning
Note: Each sessions content is unique and can be attended individually.
Details:
- Special: $200 per person per session
- Each session qualifies for 4 CFP® Continuing Education Credits. Learn More
- Duration: 1/2 Day
WORKSHOPS CURRENTLY AVAILABLE:
Registration closes 48 hours prior to session.
October 29th - Session A - VIRTUAL 12:00pm ET
October 30th - Session B - VIRTUAL 12:00pm ET
October 31st - Session C - VIRTUAL 12:00pm ET
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.