Register for Training

Advisor Best Practices Workshop

Suggested for:

  • Advisors using emX or emXPro

In this workshop, we will cover:

  • How to Position eMoney
  • Presenting with eMoney
  • Introducing eMoney to a New Client
  • Client Worries & Objections
  • Interactive Planning Tools
  • How to Set Yourself Apart Using eMoney

View Agenda.

Date Location Register
Oct28 Phoenix, AZ Register
Nov4 San Francisco, CA Register
Nov11 Washington, D.C. Register
Nov18 La Jolla, CA Register
Dec7 Radnor, PA Register

Essentials Workshop

Suggested for:

  • Support staff members who handle data entry and manage client relationships
  • Advisors on the emX Select platform

In this workshop, we will cover:

  • Connection Best Practices
  • Data Entry basics
  • Report Basics
  • Branding emX
  • Positioning the Client Site
  • Rollout Strategies

View Agenda

Date Location Register
Oct26 Phoenix, AZ Register
Nov2 San Francisco, CA Register
Nov9 Washington, D.C. Register
Nov16 La Jolla, CA Register
Dec5 Radnor, PA Register

Planner Essentials Workshop

Suggested for:

  • Support staff or Advisors involved in the
    Planning process

In this workshop, we will cover:

  • Sample Clients
  • Fact Finder
  • Reports
  • Advanced Planning Tool
  • Goal Planner
  • Decision Center
  • Distribution Center
  • Building Presentations

View Agenda.

Date Location Register
Oct27 Phoenix, AZ Register
Nov3 San Francisco, CA Register
Nov10 Washington, D.C. Register
Nov17 La Jolla, CA Register
Dec6 Radnor, PA Register


Attend a Live Training Webcast without leaving the comfort of your office! If you have difficulty, please call 1-888-362-8482.

Coaching Sessions

Every Tuesday at 2pm (EST)

Ready to master the fundamentals of eMoney? In this WebEx series, we'll highlight key features of the system and best practices that will help you build the skills you'll need to get started with eMoney.

eMoney Master Series

Every Wednesday at 2pm (EST)

Feel like you've tackled the basics of eMoney? Tune into our Weekly Wednesday Webexes where we'll dig deeper into facets of the system that you are already familiar with.

Previously Recorded Webcasts


Browse an archive of previously recorded webcasts and watch them anytime, anywhere.

Date Topic Audience Register

Interactive Tools in Client Meetings

Let’s take a look at the best practices for how to use the interactive tools when meeting with existing & prospective clients.
Inexperienced Register

Client Portal Series: Workshops & Reports

In the finale of this WebEx series, let's take a look at ways clients can their analyze data and review reports.
Experienced Register

EMX Proactive Features

Today we will uncover some of the often overlooked features in emX that can help you stay ahead of the curve!
Inexperienced Register

Mastering Monte Carlo

Join us for a detailed look at Monte Carlo and the reporting capabilities.
Experienced Register

What is the Client Website?

Join us as we overview the Client Experience! This introductory session will walk you through the what and the why. We will preview a client website and discuss the many reasons your clients could benefit from use.
Inexperienced Register

The Who, What & When of Interactive Planning

Tune in as we discuss the strategies for using the three interactive planning tools.
Experienced Register

Client Website Set Up

This session will guide you through how to creating and customizing the client website. We will cover efficiencies and teach you how to set defaults for your entire eMoney client base!
Inexperienced Register

Building Your Nest Egg and Making It Last

We'll show you how to use the cash flow family of reports to show your clients’ saving for and maintaining their wealth throughout retirement.
Experienced Register

Client Website Features Breakdown

Join us for an in-depth look at each available Feature on the client website. This session will help you outline a set of defaults that will benefit your clients experience with their website.
Inexperienced Register

The Down-Low of Data

Integrations, Connections, and Analytics made easy.
Experienced Register

Client Website Best Practices & Client Engagement

Mastering the client site takes some time! In this session we will discuss client site best practices to help increase client usage. We will also outline strategies to re-engage your clients.
Inexperienced Register

Client Onboarding

Learn how to best onboard your clients using the new organizer and self-registration feature.
Experienced Register

All About Connections

Join us as we break down how to establish connections. In this session we will detail how to add an Advisor Connection and how your client will bring over their accounts from the client website.
Inexperienced Register

Two Things are Certain: Death & Taxes

Properly using wills, trusts, and supporting reports for equitable distribution of estates.
Experienced Register

Maximize Your Client Experience

Think of eMoney as your personal, interactive billboard. Learn the best way to position your brand throughout the system and within your office, and how to show off your client portal. We’ll also give you a sneak peek at our latest client site features: self-registration, onboarding, and the new Organizer.
Inexperienced Register

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

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