Impactful Extras

UPCOMING SESSIONS:

For users of any level; new, intermediate, and advanced, join us monthly to learn about extras of the eMoney platform and their far-reaching impact. We will cover topics ranging from collaboration & organization, to client portal engagement strategies, to process flows for delivery and much more in these 1 hour sessions. This series is guaranteed to become a favorite resource as we deliver insight, best practices, and strategies on many areas of the platform. For previously recorded webinars please visit our Recorded Webinars page.

May 29th, 2024 - Client Site Budgeting

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. 


June 26th, 2024 - 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. 


July 31st, 2024 - Incorporating What-Ifs in your Client's Plan

There are multiple What-Ifs in eMoney that are separate from the Scenarios. We will explore the various What-Ifs, their purpose, and which reports that best utilize them.  


Webinars & Recordings Series

Custom Training

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LOOKING FOR MORE PERSONALIZED TRAINING?

Design a customized virtual or 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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