Impactful Extras


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.

March 27th, 2024 - Meet the eMoney Sample Clients

eMoney has several Sample Clients. But when and how should you use them? Join us to learn the many ways in which Sample Clients can bring value to your eMoney experience. 

April 24th, 2024 - Decision Center Deep Dive

This session is entirely dedicated to our Decision Center interactive planning tool. We will cover all of the features, including the recent updates in the tool while showing how to effectively utilize this tool in a comprehensive planning meeting. 

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. 

Webinars & Recordings Series

Custom 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.

©2022 eMoney Advisor LLC    Privacy Policy | Security