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
Dec7 Radnor, PA Register
Jan13 Charlotte, NC Register
Jan20 La Jolla, CA Register
Jan27 Phoenix, AZ Register
Feb3 Radnor, PA Register
Feb10 Atlanta, GA Register
Feb17 La Jolla, CA Register
Feb24 Houston, TX 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
Dec5 Radnor, PA Register
Jan11 Charlotte, NC Register
Jan18 La Jolla, CA Register
Jan25 Phoenix, AZ Register
Feb1 Radnor, PA Register
Feb8 Atlanta, GA Register
Feb15 La Jolla, CA Register
Feb22 Houston, TX 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
Dec6 Radnor, PA Register
Jan12 Charlotte, NC Register
Jan19 La Jolla, CA Register
Jan26 Phoenix, AZ Register
Feb2 Radnor, PA Register
Feb9 Atlanta, GA Register
Feb16 La Jolla, CA Register
Feb23 Houston, TX 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

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





New Year's Resolutions

Make a commitment to build stronger relationships with your clients this year. Tune in to learn helpful ways to reengage your clients.
Experienced Register

Holiday Hangover

Over budget, overweight and overwhelmed. Let’s get back on track by starting with a clean slate.
Experienced Register

Positioning emX for Prospects

In this session, we will go over the top tips to market eMoney and discuss strategies for talking to clients and prospects.
Experienced Register

2017 Roadmap

Join us as we give you a glimpse into what eMoney has in store for 2017.
Inexperienced & Experienced Register

Snowed In!

It’s winter time and you have a meeting. You look outside and there’s two feet a snow on the ground. That doesn’t mean your meeting has to be cancelled! Learn how to conduct your meeting with a client while you both stay in the comfort of your own home.
Experienced Register

Protect Your Loved Ones

Reassure your clients that their loved ones will be taken care of in case of an unfortunate event.
Experienced Register

Analytics vs. Analytics Pro

Join us as we show you the key differences between our Classic Analytics and Analytics Pro.
Experienced Register

ABC’s & 123’s of Education Planning

College acceptance letters are starting to arrive and your clients are seeing dollar signs. Help your clients plan ahead to ensure their children’s college education is paid for.
Experienced 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