Impactful Extras


For users of any level; new, intermediate, and advanced, join us bi-weekly 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. 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.

August 8th, 2021 - 2:00pm ET - 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.

August 25th, 2021 - 2:00pm ET - 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.

September 8th, 2021 - 2:00pm ET - 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.

September 22nd, 2021 - 2:00pm ET - Create a Client Connections 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.

October 6th, 2021 - 2:00pm ET - Delivering Client Plans

This session will focus on how to effectively use multiple areas of our platform to provide client plans. We will touch on present mode, financial priorities, and how to present with our interactive planning tools.

October 20th, 2021 - 2:00pm ET - Maximizing the Presentation Suite

This session will cover how you can maximize the potential of our presentation suite to build custom deliverables. We'll also share time-saving tips along the way.

Webinars & Recordings Series

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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