Core Concepts: Creating Plans and Incorporating Interactivity

Learn how to build comprehensive financial plans using the eMoney platform and ways to incorporate interactive planning tools into your planning process. By the end of the session, you’ll be able to:
  • Model a client's current situation and what-if scenarios with Advanced Planning
  • Apply the Goal Planner to help clients visualize their goals
  • Demonstrate, in real-time, the impact of recommendations with Decision Center

UPCOMING SESSIONS:


October 5th - 1:00pm ET

October 13th - 1:00pm ET

CAN’T ATTEND A LIVE SESSION?

Watch a previously recorded on-demand video:

Webinars & Downloads

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.

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