Recorded Webinars


January 13th, 2021 - Estate Planning for all Clients

Learn how to input and present estate plans in eMoney using our simple flow charts and interactive Decision Center to help clients quickly visualize the distribution of their assets and their lasting legacy.

January 6th, 2021 - Tools for Collaborating in eMoney

In this session, we'll highlight which features in the platform help you to connect with other eMoney users, industry professionals, and clients, as well as how to use these features to stay organized and collaborate during the planning process.

December 23rd, 2020 - Refresh Your Knowledge with New eMoney Resources

Learning is ongoing and you can continue your eMoney education with newly added in-app resources. This session will break down the Knowledge Base and show you how to access user guides, interactive FAQs, training webinars, and more.

December 16th, 2020 - Set Yourself Apart with Interactive Planning

Set yourself apart from your competitors by using interactive storytelling to show your clients how your recommendations can have a positive impact on their lives. This session will teach you how to master our interactive planning tools to show the result of your recommendations and engage your clients in real time.

December 9th, 2020 - Virtual Client Meetings

Collaborating with clients is an essential part of the planning process, even more so when it is challenging to meet in person. This session will focus on hosting virtual meetings in eMoney and which features to use when preparing for, presenting in, and following up from these meetings.

December 2nd, 2020 - Create a Client Onboarding Process

Learn how to create an efficient process for onboarding new clients into the eMoney platform, including strategies for introducing the Client Portal and best practices for supporting their continued usage.

November 25th, 2020 - Your eMoney Planning Toolbox

This session will review all the planning tools available in the eMoney platform and demonstrate how they can be used together throughout a client's lifetime, starting from a young professional in Foundational Planning and ending with showing estate distributions in the Decision Center.

November 18th, 2020 - Education & Expense Planning

Large expenses require careful planning to be able to achieve, while not derailing other goals. In this session, you'll learn how eMoney can help your clients plan to save and afford those expenses accurately.

November 11th, 2020 - From Prospect to Plan - Creating an eMoney Workflow

Learn how to create an efficient process for every step of the eMoney workflow from capturing leads, through onboarding, creating your first financial plan, and finally presenting to your new client via eMoney's interactive planning tools.

November 4th, 2020 - Utilizing eMoney in Client Review Meetings

Are you ready for your next client review? Through the prep to the follow-up activity, this session will cover how you can use eMoney as the centerpiece of your meetings to drive impactful discussions and outcomes.

October 28th, 2020 - Needs Analysis for Converting Prospects

Today we will cover how to create quick plans to show prospects a need for more comprehensive planning.

October 14th, 2020 - Roth Conversions

Learn how to collaborate with your clients’ other professional contacts through eMoney to present a more efficient team to meet their needs.

October 7th, 2020 - What-Ifs

What-ifs in eMoney represent the uncontrollable events in your clients’ lives. Today we will show you how best to utilize them and how to recreate them to be used in our Interactive Tools.

September 30th, 2020 - Branding Your eMoney Platform

This session will give you ideas on how to position your Client Portal more effectively and how to make it unique to your business.

September 23rd, 2020 - Alliance Partners - Networking on Your Client's Behalf

Learn how to collaborate with your clients’ other professional contacts through eMoney to present a more efficient team to meet their needs.

September 16th, 2020 - Prospecting with Sample Clients: Frank & Joanna Miller

Frank and Joanna Miller have a net worth of about $2 million but will deplete their assets before the end of their simulation. Today we will show how to use advanced plans and Decision Center to help clients reach retirement goals and how to relate this to your prospective clients.

September 9th, 2020 - Prospecting with Sample Clients: Jeremy & Lorrie Esposito

Jeremy and Lorrie Esposito are nearing retirement with significant stock options but are concerned about their vulnerability to risk. Today we will discuss how to show clients the impact of their decisions using interactive tools, how to stress test ideas, and how to relate this to your prospective clients.

September 2nd, 2020 - Prospecting with Sample Clients: Paul & Lynn Price

Paul and Lynn Price are in their early sixties and ready to discuss the available exit strategies from their business. Today we will show you how you can utilize Decision Center to show business owners when and at what price to sell and how to relate this to your prospective clients.

August 26th, 2020 - Prospecting with Sample Clients: Charles & Katherine Burke

Charles and Katherine Burke have a majority of their $17 million net worth tied up in their family business but are looking to transition into retirement soon. Today we will explore selling a business and funding family, charity, and lifestyle goals and how to relate this to your prospective clients.

August 19th, 2020 - Prospecting with Sample Clients: Katie & Tim Stevens

Katie and Tim Stevens are high earners with a net wroth shy of $1 million and aren't entirely on track to fund their retirement and two children's education expenses. Today we show how you can use Foundational Planning to show recommended changes and achieve client goals and how to relate this to your prospective clients.

August 12th, 2020 - Prospecting with Sample Clients: Keegan & Taylor Rosen

Keegan and Taylor Rosen are successful millennials looking to start a family. Today we will use Decision Center to see if they can afford their family and home ownership goals and how to relate this to your prospective clients.

August 5th, 2020 - Prospecting with Sample Clients: Jerry & Ruth Stein

Jerry and Ruth Stein have a $21 million net worth, but $7 million is in company stock. Today we will use advanced plans and interactive tools to look at their estate planning options and how to relate this to your prospective clients. 

July 29th, 2020 - Monte Carlo in eMoney

In this session, we'll explain when to use Monte Carlo vs. straight-line projections and teach you how to explain it to your clients.

July 22nd, 2020 - Getting Started with eMoney

This session will walk you through a checklist highlighting the key steps to successfully onboard yourself onto the eMoney platform.. 

July 15th, 2020 - Streamlined Client Onboarding

In this session, we'll outline a simple process for onboarding new clients to the Client Portal.

July 8th, 2020 - Business Planning:

In this session, we'll demonstrate how to accurately input businesses in eMoney and how to use reports to check your work.

July 1st, 2020 - Scenarios and Interactive Tools

Learn the basics of building a scenario and how to apply and present it with interactive planning tools.

June 24th, 2020 - Foundational Planning

Learn how to become efficient at creating plans with our streamlined and interactive planning tool, Foundational Planning.

June 17th, 2020 - What is an API?

In this session, we'll explain eMoney's API-based aggregation initiative. We'll cover which connections are currently APIs, upcoming transitions, and what this means for advisors and clients.

June 10th, 2020 - Get to Know Your eMoney Resources

Learn how to maximize all the eMoney resources you have including the Knowledge Base, Client Site Resources, Request a Feature, the blog, and more.

June 3rd, 2020 - Social Security Planning in eMoney

Learn how to use eMoney tools to complement your client conversations about Social Security planning.

May 27th, 2020 - Understanding the Client Portal as an Advisor

In this session, we'll cover best practices for understanding the Client Portal. This will help enhance your client's experience and prepare you to answer their Client Portal questions.

May 20th, 2020 - Entering Annuities in eMoney

Annuities can be complex–but inputting them into eMoney doesn't have to be! In this session, we'll explain how to efficiently enter your clients' data and check that it's functioning as intended.

May 13th, 2020 - Leveraging eMoney for Your Mid-year Reviews

It's that time of year again! Learn what information to review with clients and how to build a consistent and comprehensive presentation template as we walk through the top reports to include in your mid-year review.

May 6th, 2020 - Preparing for Initial Client Meetings

Set your clients up for success and manage expectation in your initial client meeting. Tune in for best practices on how to structure your first meeting.

April 29th, 2020 - Telling a Story in Decision Center

Check out how the new Decision Center cash flow overview can help you answer your clients' toughest question, "Where is my money coming from in retirement?"

April 22nd, 2020 - Modeling Stock Options

Learn how to accurately model stock options and best practices for presenting them to your clients..

April 15th, 2020 - Planning for the Perfect Presentation

Presentation matters. Join us and learn how to prepare for the perfect client meeting using eMoney.

April 8th, 2020 - Collaborating with Your Team in eMoney

Discover best practices for working on shared clients and collaborating with eMoney users in your office. We'll cover features such as sharing rules, notes, tasks, alerts, and templates..

April 1st, 2020 - Long Term Care and Disability Insurance Planning

Learn how insurance planning in eMoney can give your clients peace of mind for their future by protecting the ones they love.

March 25th, 2020 - Capital Market Assumptions in eMoney

Join us as we walk through how to build your own capital market assumptions, use an investment specialist for your firm, discuss when to update your assumptions, and more.

March 18th, 2020 - Prospecting Like a Pro

Tune in and learn how to use eMoney's business development tools, like Lead Capture and Advisor Branded Marketing, to attract and retain clients.

March 11th, 2020 - Understanding Real Estate in eMoney

Do you want to better understand how real estate works within our platform? This session will educate you on everything from data entry to reporting.

March 4th, 2020 - Introducing the Client Portal

Set your clients up for success with their personalized website. Tune in as we offer best practices on how to introduce the Client Portal to your clients.

February 26th, 2020 - Reflecting Accurate Taxes

Tax season is here again! This session will define how eMoney handles taxes, how you can accurately reflect them for your clients, and how to use reports to check your work.

February 19th, 2020 - All About Investment Assumptions

This session will help you understand investment assumptions and learn how to customize and update them globally or at the client level.

February 12th, 2020 - Budgeting in the Client Portal

Offering a secure budgeting tool as a part of your services can set you apart from your competition when attracting the next generation of clients. This session will cover the ins and outs of our budgeting tool in the Client Portal.

February 5th, 2020 - Your Guide to Advisor Connections

Do you feel lost when it comes to advisor connections? This session will explain how advisor connections operate and discuss best practices on maintaining them.

January 29th, 2020 - Client Portal Initial Steps

Show the initial steps for onboarding a new client, how we can easily and efficiently enter data using an advisor Connection and transitioning to the Client Portal onboarding and overview.

January 22nd, 2020 - Your eMoney Planning Toolbox

Have you ever struggled to know which planning tool to use with your clients? In this session, we'll build scenarios using sample clients to determine which eMoney tools are best suited for various clients.

January 15th, 2020 - Summit Series: Ensure the Accuracy of Tax Projections

Take an in-depth look at how taxes are handled within eMoney. This session will cover your customization options and how we incorporate new tax laws into the platform.

January 8th, 2020 - Summit Series: Catch Up with eMoney

In case you missed any product releases or updates last year, we want to get you all caught up. Join us for an introduction (or re-introduction) to Foundational Planning and other significant eMoney releases from the past twelve months.

December 18th, 2019 - Summit Series: Deepen your Client Relationships

Your clients will choose you and continue to choose you if the client experience meets their needs. In this session we will show you how simple it can be to build impactful relationships with your clients by customizing and promoting use of our client tools.

December 11th, 2019 - Summit Series: Leverage Reports to Solve Problems

Learn how to use the suite of eMoney's cash flow reports to diagnose and troubleshoot issues within your clients' financial plans.

December 4th, 2019 - Summit Series: Deliver More Plans to More People

Have you seen our newest planning experience, Foundational Planning?  This session will walk you through our simplistic planning tool, showcasing how you can service even more clients while remaining efficient.

November 27th, 2019 - Summit Series: Understand the Why and How of Monte Carlo Simulations

This session will dive into the assumptions behind eMoney’s Monte Carlo. Learn how to incorporate it into your planning process and the best practices for sharing results with your clients.

November 20th, 2019 - Summit Series: Take Care of What Matters Most to Your Client

Take a detailed look into the entire estate planning process within eMoney, including tips on how to model trusts and build your presentations.

November 13th, 2019 - Summit Series: Build and Present a Complex Retirement Plan

Your clients' feelings about retirement can be just as complex as their plans. Learn how to use our Advanced Planning solutions to present a plan that builds confidence and trust.

November 6th, 2019 - Summit Series: Adopt Best Practices for Success

No need to guess! We know how you can leverage the eMoney platform and services for the most positive impact. Learn how the best of the best are using Branding, Analytics, ABM, Lead Capture, and more to create positive change within their firms.

October 30th, 2019 - Summit Series: Help Your Clients Choose the Right Time to Retire

Learn how to leverage tools like dynamic time periods for life events and compare options for social security benefits to empower your clients to make informed decisions about their retirement plans.

October 23rd, 2019 - Summit Series: Show Your Client the Impact of Decisions

Some topics are better addressed with the eye than the ear. Our interactive tools turn decisions into visuals. Learn how to use them to facilitate planning discussions with your clients and show how decisions made today will impact them down the road.

Webinars & Downloads

Custom 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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