UPCOMING WEBINAR

Prepare Your Clients

for the 2022 Tax Season with eMoney

Wednesday, January 19 from 2:00 p.m. to 3:00 p.m. ET

Join us for a demonstration of how a solid financial plan can help address any client concerns in the short and long term, and how to use tax functionality in eMoney to capture quick wins.

This exclusive webinar will feature Brian Schmidt, Financial Planning Support Manager at Avantax, Kari Abe, your eMoney dedicated Account Manager, and Brandon Heid, Financial Planning Practice Management Consultant at eMoney; this team will provide the context and insights necessary to help maximize your experience.

Presenters

Brian Schmidt, CFP®, EA

Manager - Financial Planning Support

Avantax

Kari Abe

Senior Inside Sales Manager

eMoney Advisor

Brandon Heid

eMoney Financial Planning Practice Management Consultant

eMoney Advisor

Can't make it to the live session?