Impactful Extras

UPCOMING SESSIONS:

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.

May 19th, 2021 - 2:00pm ET - Mid-Year Reviews

It's that time of year again! Learn how to build a comprehensive presentation template and what information to review with clients as we walk through the top reports to include in your mid-year review.

June 2nd, 2021 - 2:00pm ET - Social Security Planning in eMoney

In today's session, we will discuss all the ways you can model Social Security benefits for your clients in the system—including some lesser-known tips and tools.

June 16th, 2021 - 2:00pm ET - Helping Your Clients Budget

Learn how to set your clients up for success as they begin using the budgeting features available on their personal financial website.

June 30th, 2021 - 2:00pm ET - Efficient Client Aggregation

A deliberate process to help your clients successfully establish their connections could be the missing key to their successful client portal adoption.

July 14th, 2021 - 2:00pm ET - Roth Conversions

This session will discuss how to model Roth Conversion in Advanced Planning and the best reports to utilize in conjunction with this recommendation.

July 28th, 2021 - 2:00pm ET - Capture Leads with eMoney

This session will show you the resources available within eMoney to help you attract, qualify, engage & convert leads into clients. We will cover everything from our Lead Capture tool to Foundational Planning and more!

Webinars & Recordings Series

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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