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.
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.
August 28th, 2024 - Modeling Changes to Homeowners Insurance Policies
Does your client live in a high risk climate disaster area? Have they received a notice from their insurer dropping their home insurance policy? Recent events in several states have changed the homeowners insurance industry across the country. Here we will look to model this real world scenario in eMoney with potential outcomes and solutions for your clients in this rapidly changing landscape.
September 25th, 2024 - Setting up Default Advisor and Client Site Settings
Here we will look at the various default settings to take into consideration while you're on your eMoney journey as an advisor and for your clients.
Webinars & Recordings Series
Custom Training
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.