Master Series Webinars

UPCOMING SESSIONS:

For intermediate to advanced users, join us weekly to deepen your knowledge of the platform and uncover best practices. For previously recorded webinars please visit our Recorded Weekly Training Webinars page.

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 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 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 31st, 2021 - Create 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.

Webinars & Downloads

Custom Training

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LOOKING FOR MORE PERSONALIZED 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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