Why Attend
Elevate Your Experience
and Build Loyalty
In today’s financial planning landscape, clients expect nothing less than a personalized, collaborative approach where human expertise seamlessly integrates with powerful planning technologies. But as client needs continue to evolve, advisors will increasingly need to leverage new advancements in technology to elevate the planning experience.
Join us at the 2024 eMoney Summit as we explore this intersection of human insight and digital innovation and uncover how you can deliver recommendations that resonate with your client’s unique goals and aspirations, resulting in strong growth and deeper relationships.
CE Credits
Earn CE Credit with Industry Experts
Uncover new ways to improve performance, enhance client satisfaction, and grow your business while earning up to 15 CE credits.
The eMoney Summit is the perfect opportunity to learn how to master the eMoney platform while earning valuable credits to advance your career to the next level.
Virtual Benefits
Personalized 1:1 Consultations and 30+ Breakout Sessions
In addition to powerful keynote speakers, expert-led CE opportunities, and breakout sessions designed to expand your expertise, attendees can schedule virtual one-to-one coaching sessions that address their unique business goals.
Pricing Options
Individual Registration
$465 per person!
Register now to lock in the lowest pricing available this year.
Firm Registration
$299 per person!
Deep discounts are available when you register 10 or more people.
Attendee Testimonials
The Best Planning Happens Together.
Register Now and Save!
Early Bird Pricing is available for a limited time: $465
Thanks to Our Partners!
Sponsorship
Become a sponsor of this popular event and increase your brand equity among RIAs, broker-dealers, banks, and insurance companies.
Opportunities are available to join our valued sponsors. Contact advisorsummit@emoneyadvisor.com
