UPCOMING CE WEBINAR
The Gift of Advice: A Panel Discussion (1.5 CFP® CE Credit)
Thursday, November 4 from 2:00 - 3:30 p.m. ET
What advice should you give your clients this holiday season?
Join our panel of financial experts as we look back at 2021 and learn strategies for sharing financial tips with clients of all ages, backgrounds, and financial situations. See how eMoney can support you in this much needed endeavor.
In the spirit of giving, eMoney will donate $5 per attendee to the Foundation for Financial Planning to share the gift of advice with those in need.
MODERATOR
Mac Gardner, CFP®
Founder & Chief Education Officer at FinLit Tech Author | Financial Literacy Advocate | Public Speaker
MEET YOUR SPEAKERS
Patti Brennan, CFP®
CEO at Key Financial
Marguerita Cheng, CFP®
CEO at Blue Ocean Global Wealth
Jedidiah Collins, CFP®
Founder and CEO at Money Vehicle
John Eing, CPA, CFP®
Relationship Manager and Partner at
Abacus Wealth Partners
Chloe Moore, CFP®
Founder and Principal at Financial Staples
Alex Petsis, CFP®, ChSNC®
Petsis & Associates
Luis Rosa, CFP®
Founder at Build a Better Financial Future
eMoney Advisor, LLC and FFP are not affiliated. eMoney’s donation to FFP is being made at no extra cost to webinar attendees. The link to make your own charitable contribution is provided for your convenience only and we do not necessarily endorse FFP.
Can't make it to the live session?
Register anyway, and we'll send you the recording.
*CE credit is not awarded for watching the replay