Recorded Webinars


November 30th, 2022 - Buy/Sell Transactions Examined

In this session we will take you on a deep dive of buy/sell transactions highlighting some unique features, common missteps, and best practices.

October 26th, 2022 - Collaboration Opportunities in eMoney

eMoney is a planning platform that strives to make your tech stack work more cohesively but it also strives to make collaboration as easy as possible. This session will cover aspects such as sharing rules and alliance partners as well as some efficiency tips throughout the platform.

September 28th, 2022 - Advisor Process Checklist

This session will provide a high-level overview of important initial steps and best practices for a successful rollout of the eMoney application.

August 31st, 2022 - Creating Your Own Presentation Template

Creating a custom presentation is a powerful capability that provides a plethora of detail-oriented choices. This session will cover the available options while providing efficiency tips throughout.

July 27th, 2022 - Using Decision Center with Its Recent Updates

The Decision Center has become an interactive planning powerhouse with many updates in the last few months. This session will explore how to efficiently utilize the tool while focusing on the recent updates.

June 29th, 2022 - Embarking on Your eMoney Journey

If you are a new user on the platform, you won't want to miss this session! We will show you the best resources to utilize to become proficient on the platform and explain a process you can follow to become an efficient eMoney user.

May 26th, 2022 - Customizing the Client Portal for Differing Needs

The client portal has a variety of features that can suite diverse purposes. Tune in to see examples of how to customize your client portal for different client or business needs.

April 28th, 2022 - Troubleshooting Advisor and Client Connections

In this session we will review how to efficiently troubleshoot advisor and client connections, what the various troubleshooting errors actually mean, how to set troubleshooting expectations with your client, and how connection types are relevant to the error you see and what can be done to resolve these errors.

March 23rd, 2022 - Interactively Create Impactful Plans

Our three interactive planning tools, Goal Planner, Decision Center, and Foundational Planning, can accommodate mid-meeting client requests. This session will help you develop the skill of being able to pivot and show alternate examples while presenting to the client, affording them a more meaningful experience.

March 9th, 2022 - How to Use Customer Service Resources

In this session we will discuss how and when to use our customer support phone line, our chat resource, and our email support resource and what is needed when you utilize these resources to maximize the support you receive.

February 23rd, 2022 - Decision Center: Interactive Planning Powerhouse

Join us for some examples of presenting with Decision Center. Learn all about its many charts and other options for visually engaging your client and how to  deliver more powerful planning.

February 9th, 2022 - Explore Client Site Planning

With the introduction of Explore Mode clients can have a direct impact into the Interactive Planning tools. This enables to have more input into their plans and gives advisors a better insight into their needs. Join us as we review how introduce Explore Mode to your clients and use their plan during meetings.

January 26th, 2022 - Understand Connection Error Messages

Aggregated accounts can sometimes have error messages. In this session, we will explain the different messages you may see displayed, how best to resolve them, and where to turn to for further support.

January 12th, 2022 - Client Portal Builds a bridge Between Financial Goals & Reality

The client portal is a very powerful tool that can help you clients see a path between their financial goals and their current reality. In this session we will cover how tools like the Goals tab and the spending and budgeting, in conjunction with your plans, can help your clients find a path to their financial goals.  

December 15th, 2021 - Preparing for Success

In this session, we will review your action plan to establish yourself in eMoney successfully, showing you how to be both efficient and effective while using the platform at full capacity to get the most out of the system. 

December 1st, 2021 - Decision Center Updates

Tune in to learn  about some upcoming changes happening soon in the Decision Center. We will show you how you can now layer what-ifs into the tool and other exciting updates! 

November 17th, 2021 - Collaborating 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.

November 3rd, 2021 - Prospecting with eMoney

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

October 20th, 2021 - Maximizing the Presentation Suite

This session will cover how you can maximize the potential of our presentation suite to build custom deliverables. We'll also share time-saving tips along the way.

October 6th, 2021 - Delivering Client Plans

This session will focus on how to effectively use multiple areas of our platform to provide client plans. We will touch on present mode, financial priorities, and how to present with our interactive planning tools.

September 22nd, 2021 - Create a Client Connection Process

This session will highlight best practices for successfully aggregating client's accounts on the client portal.  We will touch on initial connection conversations, resources to share, and troubleshooting tips.

September 8th, 2021 - Education Planning in eMoney

In this session, we will cover how to utilize eMoney to help your clients visualize, strategize, and achieve their education expense goals.

August 25th, 2021 - Transition Clients from Foundational to Advanced Planning

This session will walk through the process and highlight the key differences when transitioning a client from Foundational Planning into the Advanced Planning option.

August 11th, 2021 - Establish a Client Onboarding Process

In this session, we will discuss best practices for successful client onboarding to the client portal. We'll cover preparing for initial conversations, the best resources to share, and how to customize the experience.

July 28th, 2021 - Capture Leads with eMoney

This session will show you the resources available within eMoney to help you attract, qualify, engage & convert leads into clients. We will cover everything from our Lead Capture tool to Foundational Planning and more!

July 14th, 2021 - Roth Conversions

This session will discuss how to model Roth Conversion in Advanced Planning and the best reports to utilize in conjunction with this recommendation.

June 30th, 2021 - Efficient Client Aggregation

A deliberate process to help your clients successfully establish their connections could be the missing key to their successful client portal adoption.

June 16th, 2021 - Helping Your Clients Budget

Learn how to set your clients up for success as they begin using the budgeting features available on their personal financial website.

June 2nd, 2021 - Social Security Planning eMoney

In today's session, we will discuss all the ways you can model Social Security benefits for your clients in the system—including some lesser-known tips and tools.

May 19th, 2021 - Mid-Year Reviews

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

April 21st, 2021 - A Deep Dive into Reports

With over 250 reports, it can be overwhelming to know where to begin. This session will review our library of reports and highlight the best reports to use when checking your work and looking for opportunities.

April 14th, 2021 - Utilizing the Client Portal in Estate Planning

When estate planning for a client, considerations can be made to include more than their monetary assets and the peace of mind for their loved ones. This session will focus on how the Client Portal, specifically the Vault and Alliance Partners, can serve as a central hub to view and access a loved one's essential financial and personal documents.

April 7th, 2021 - Modeling a Divorce

Divorce is always a delicate situation, and this session will show you how to model it within the eMoney platform. We'll demonstrate how to split a household and assets into separate client profiles.

March 31st, 2021 - Creating Quick Plans in Goal Planner

Being short on time doesn't decrease your ability to create a high-quality plan for your clients. In this session, we'll walk through how to efficiently deliver an impactful plan using basic facts and Goal Planner.

March 24th, 2021 - Life Insurance Planning

In this session, we'll demonstrate how you can use eMoney to model clients' life insurance needs and share best practices for presenting solutions to clients.

March 17th, 2021 - Using eMoney for Virtual Meetings

In eMoney, you can host a secure virtual client meeting from anywhere. Learn how our interactive capabilities, such as screen sharing, can help you connect and collaborate with your clients on their financial plans.

March 10th, 2021 - Social Security Strategies

In this session, we'll take a detailed look at social security in eMoney and show how to model and present social security benefit strategies to your clients.

March 3rd, 2021 - Planning with Needs Analysis and Investment Tools

This session will show you how to incorporate our additional planning tools such as Needs Analysis, the Investment Income Tool, and Investment Groups into your business.

February 24th, 2021 - Keep Clients Engaged with the Client Portal

Learn key strategies on keeping clients active in eMoney and how to re-introduce the Client Portal as their go-to personal financial hub during these unique times. In this session, we'll cover how clients can personalize their experience, view their full financial picture, collaborate on data entry, track their goals, and more.

February 17th, 2021 - Entering Stock Options in eMoney

In this session, you'll learn how to model a client's stock options—importantly, where to verify that they're functioning properly and how to set alerts for key dates. We'll cover data entry efficiencies, essential reports, and client alerts.

February 10th, 2021 - Your Guide to Tax Planning

In this session, we'll take an in-depth look at how eMoney handles taxes. We'll also review how to set up your clients' taxes accurately in the platform and show which reports you can utilize to verify your work and share with clients.

February 3rd, 2021 - Best Practices for a Successful Client Site Rollout

This session will talk you through our best practices for a successful client portal rollout and how to have a high adoption rate in client usage.

January 27th, 2021 - Capital Market Assumptions

Capital Market Assumptions affect every plan you create on our platform. In this session, we'll focus on how to build those assumptions and keep them updated. We'll also review how to utilize the investment specialist role for your business.

January 20th, 2021 - Modeling Annuities in eMoney

This session will cover how to model annuities accurately, including data entry for both immediate and deferred annuities, as well as the best reports to help you check your work.

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.

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.

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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