Register for Training

Register for Training


Advisor Best Practices Workshop

This interactive workshop is best suited for Advisors or those actively managing relationships using emX Pro. As the name suggests, this class will focus heavily on helping you to master some emX best practices. Join us as we show you how to make emX an extension of your own brand with Advisor Branded Media, position emX with both clients and prospects, and reinvent your client meetings using emX’s new Facts menu and Presentation tools. View Agenda.

Date Location Register
Feb12 Radnor, PA Register Now
Feb17 Seattle, WA Register Now
Feb26 St. Louis, MO Register Now
Mar2 Radnor, PA Register Now
Mar9 La Jolla, CA Register Now
Mar23 Dallas, TX Register Now
Apr1 Atlanta, GA Register Now

Assistant Essentials Workshop

Geared towards sole practitioners or those supporting emX within the office, this hands on workshop will introduce you to the nuts and bolts of the emX platform. Sign up now to learn all about adding clients, establishing connections and deciding which workflow will work best to make your office more efficient. View Agenda.

Date Location Register
Feb10 Radnor, PA Register Now
Feb15 Seattle, WA Register Now
Feb24 St. Louis, MO Register Now
Feb29 Radnor, PA Register Now
Mar7 La Jolla, CA Register Now
Mar21 Dallas, TX Register Now
Mar30 Atlanta, GA Register Now

Planner Essentials Workshop

This hands on workshop is perfect for Planners as well as staff responsible for entering and analyzing data in emX. Join us as we go over the tools and tactics essential to designing dynamic financial plans using emX. We’ll cover everything from entering and fact checking data using reports, to creating and modeling recommendations using our interactive planning tools. We’ll even show you how to demonstrate the value of your recommendations to your clients by making changes to their plans on the fly. View Agenda.

Date Location Register
Feb11 Radnor, PA Register Now
Feb16 Seattle, WA Register Now
Feb25 St. Louis, MO Register Now
Mar1 Radnor, PA Register Now
Mar8 La Jolla, CA Register Now
Mar22 Dallas, TX Register Now
Mar31 Atlanta, GA 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
Feb10

Who, When, Where, What-If?

Join us as we learn how to differentiate between Advanced Plans & What-Ifs and when it’s appropriate to use both.
Register Now
Feb17

emX in Your Office

Many hands make light work! Tune in as we discuss the delegation of emX duties within your office.
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Feb24

We Gotcha Back

Have a problem and don’t know who to call? We’ll introduce you to the teams that will be assisting on your path to emX success.
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Mar2

Catering Planning to YOUR Client- Retirees

In this 4 part series we will highlight client demographics and the respective tools & reports for each. Join us as we kick off the series by taking a look at the Income Summary Tool and Investment Reports that will help supplement your client's retirement needs.
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Mar9

Catering Planning to YOUR Client- Business Owner

In this 4 part series we will highlight client demographics and the respective tools & reports for each. Tune in this week as we show you how to model a business and review the cash flow reports that correlate.
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Mar16

Catering Planning to YOUR Client- High Net Worth

In this 4 part series we will highlight client demographics and the respective tools & reports for each. In this episode you’ll learn how to implement trusts into your plan in order to model a tax efficient estate.
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Mar23

Catering Planning to YOUR Client- Average Joe

In this 4 part series we will highlight client demographics and the respective tools & reports for each. Recommend common techniques using Needs Analysis & Decision Center to put your client's mind at ease.
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Mar30

Time Saving Tips & Tricks

Tune in as we explore ways to streamline your onboarding & planning process using emX.
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Apr6

YAY for 401Ks

Join us as we show you how to leverage the client site to manage your 401K participants.
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Apr13

Post Meeting Checklist

Tune in as we walk you through how to wrap up a client meeting efficiently using emX.
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Apr20

A New Look at Annuities

In this session we will uncover the key elements to entering and modeling Annuities in eMoney, as well as Best Practices for reporting.
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Apr27

Cell Yourself

Ensure higher adoption of the client portal by introducing the mobile experience to your clients.
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May4

Weigh Your Options

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

Spotlight on Social Security

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

Bridging the Gap

Begin to establish relationships with your client's stakeholders using the client portal, alliance partners, etc.
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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.
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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 Now
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 Now
Jun15

Connection Perfection

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