Recorded Webinars


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.

May 5th 2021 - Utilizing Your Resources

In this session, we will cover all of the resources you have available within your eMoney platform to help you succeed, including client-specific resources and accessible courses available in our newly revamped learning journey via webinars.

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.

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.

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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