Register for Training

Register for Training


Advisor Workshop

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.

Date Location Register
May29 Conshohocken, PA Register Now
Jun10 Chicago, IL Register Now
Jun17 La Jolla, CA Register Now
Jun19 Conshohocken, PA Register Now
Jun24 Boston, MA Register Now
Jul10 Conshohocken, PA Register Now
Jul15 Seattle, WA Register Now
Jul22 La Jolla, CA Register Now
Aug7 Orlando, FL Register Now
Aug12 Conshohocken, PA Register Now
Aug19 La Jolla, CA Register Now

Assistant Workshop

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.

Date Location Register
May27 Conshohocken, PA Register Now
Jun8 Chicago, IL Register Now
Jun15 La Jolla, CA Register Now
Jun17 Conshohocken, PA Register Now
Jun22 Boston, MA Register Now
Jul8 Conshohocken, PA Register Now
Jul13 Seattle, WA Register Now
Jul20 La Jolla, CA Register Now
Aug5 Orlando, FL Register Now
Aug10 Conshohocken, PA Register Now
Aug17 La Jolla, CA Register Now

Planner Workshop

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.

Date Location Register
May28 Conshohocken, PA Register Now
Jun9 Chicago, IL Register Now
Jun16 La Jolla, CA Register Now
Jun18 Conshohocken, PA Register Now
Jun23 Boston, MA Register Now
Jul9 Conshohocken, PA Register Now
Jul14 Seattle, WA Register Now
Jul21 La Jolla, CA Register Now
Aug6 Orlando, FL Register Now
Aug11 Conshohocken, PA Register Now
Aug18 La Jolla, CA Register Now

Custom Training

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.

Design Your Program

Webcasts

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.

Date Workshop Register
May27

Stressed out?

Ease your client’s mind by showing them the different ways to create stress tests within emX.
Register Now
Jun3

Take Stake in your Estate

From 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.
Register Now
Jun10

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.
Register Now
Jun17

Summer Vacation

Before 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!
Register Now
Jun24

When Tragedy Strikes

Your 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.
Register Now
Jul1

Mid Year Review

It’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.
Register Now

Note: If you're interested in live training but do not have emX, please email training@emoneyadvisor.com

Custom Training

Not seeing something that fits your needs? Click Design Your Program to create 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.

Design Your Program