Spend the morning with your peers learning best practices and what really works when presenting eMoney. This interactive workshop will help you master storytelling techniques that will improve the way you leverage your brand. This class is best suited for Advisors or those actively managing relationships using emX Pro. View Agenda.
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This hands on class will teach you the nuts and bolts of the emX platform, like adding clients and establishing connections. This class is best for new users who are supporting the system in the office or for sole practitioners. View Agenda.
|May27||Conshohocken, PA||Register Now|
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|Aug17||La Jolla, CA||Register Now|
This case-based class will give you the skills needed to be successful with emX planning tools, covering goal-based tools and cash flow-based planning. This workshop is best for planners and staff who are responsible for entering advanced data. View Agenda.
|May28||Conshohocken, PA||Register Now|
|Jun9||Chicago, IL||Register Now|
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|Aug11||Conshohocken, PA||Register Now|
|Aug18||La Jolla, CA||Register Now|
Not seeing something that fits your needs? Fill out the form to design your custom in-person training. This approach is recommended for long-time eMoney users looking for in-depth training topics, new users looking to get their office up to speed, and anyone not on emX.
Attend a Live Training Webcast...without leaving the comfort of your office! Webcasts are every week at 2:00 PM EDT.
If you have difficulty, please call 888-362-8482.
Stressed out?Ease your client’s mind by showing them the different ways to create stress tests within emX.
Take Stake in your EstateFrom creating flow charts, to calculating estate taxes, estate planning can be tricky! Come learn about these topics from one of eMoney’s financial planning experts.
Put your name in lights!There are many areas within emX that you can brand with your business’ logo. Join us as we show you the best ways to promote yourself & stand out from your competition using emX.
Summer VacationBefore your clients go away on their annual summer trip with the family, learn the most creative and convenient ways to keep in touch with them!
When Tragedy StrikesYour clients should be prepared in the event of an emergency. Help your client plan for the worst case scenario using our pre-built “what-if” techniques.
Mid Year ReviewIt’s that time of the year again! Make sure you have everything in place to follow up with your clients at their mid-year review.
Note: If you're interested in live training but do not have emX, please email email@example.com