Register for Training

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
May6 Boston, MA Register
May13 Radnor, PA Register
May20 Nashville, TN Register
May25 La Jolla, CA Register
Jun10 Miami, FL Register
Jun17 Radnor, PA Register
Jun22 Minneapolis, MN Register
Jun29 La Jolla, CA 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
May4 Boston, MA Register
May11 Radnor, PA Register
May18 Nashville, TN Register
May23 La Jolla, CA Register
Jun8 Miami, FL Register
Jun15 Radnor, PA Register
Jun20 Minneapolis, MN Register
Jun27 La Jolla, CA 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
  • Goal Planner
  • Decision Center
  • Distribution Center
  • Building Presentations

View Agenda.

Date Location Register
May12 Radnor, PA Register
May19 Nashville, TN Register
May24 La Jolla, CA Register
Jun9 Miami, FL Register
Jun16 Radnor, PA Register
Jun21 Minneapolis, MN Register
Jun28 La Jolla, CA Register

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 1-888-362-8482.


Date Workshop Register
May4

Weigh Your Options

Join us as we explore Stock Options with one of our esteemed Planners.
Register
May11

Spotlight on Social Security

Join us as we look at the inputs and outputs of Social Security modeling.
Register
May18

Bridging the Gap

Begin to establish relationships with your client's stakeholders using the client portal, alliance partners, etc.
Register
May25

Perfecting your Planning Technique- Part 1

In this 3 part series, we'll take an in depth look at each of emX's Interactive Planning tools. Discover the ways Goal Planner can fit into your planning process from start to finish.
Register
Jun1

Perfecting your Planning Technique- Part 2

In this 3 part series, we'll take an in depth look at each of emX's Interactive Planning tools. Learn all the ways Decision Center can bring your plan to life using its real time cash flow & advanced planning scenarios.
Register
Jun8

Perfecting your Planning Technique- Part 3

In this 3 part series, we'll take an in depth look at each of emX's Interactive Planning tools. Build an interactive estate plan while showing your clients the transfer of their assets at different simulation years.
Register
Jun15

Connection Perfection

Come learn the best practices for keeping your connections live and up to date.
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Jun22

Advanced Facts Series- Part 1

In this 4 part series, we’ll leave no stone unturned as we take a deep dive into the advanced fact finder and see how each individual fact can impact your planning. In today’s session we’ll cover Assumptions, People, Income and Expenses.
Register
Jun29

Advanced Facts Series- Part 2

In this 4 part series, we’ll leave no stone unturned as we take a deep dive into the advanced fact finder and see how each individual fact can impact your planning. In today’s session we’ll cover Investments, Property and Liabilities.
Register
Jul6

Advanced Facts Series- Part 3

In this 4 part series, we’ll leave no stone unturned as we take a deep dive into the advanced fact finder and see how each individual fact can impact your planning. In today’s session we’ll cover Insurance, Businesses and Buy/Sell Transactions.
Register
Jul13

Advanced Facts Series- Part 4

In this 4 part series, we’ll leave no stone unturned as we take a deep dive into the advanced fact finder and see how each individual fact can impact your planning. In today’s session we’ll cover Estate Planning.
Register

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