ON-DEMAND WEBINAR

Looking Back to Look Forward: A 2023 Recap

**(1 CFP® CE Credit*)**

Setting your sights on the new year? Join leaders from the eMoney Financial Planning Group and Product Management teams for a year in review. We'll recap our 2023 research findings and key feature rollouts and conclude with an overview of our 2024 vision as we continue to advance the evolution of advice, enhance the client experience, and harness technology to enable advisors to go beyond the plan.

*CFP Credits not applicable for viewing the recording

Presenters

Emily Koochel, PhD, AFC®, CFT-I™, BFA™

Manager, Financial Wellness

eMoney

Chad Porche

SVP, Product Management

eMoney

Ricky Illigasch

VP, Product Management

eMoney

Connor Sung, CFP®

Director, Practice Management, Financial Planning

eMoney