eMoney Summit F.A.Q.s


What is the cost to attend?

Details regarding price of attendance are available here.. For a limited time, register early and you can save $400!


Is there special pricing or discounts available?

You could save as much as $400 by registering early. But hurry, as these prices are only available for a limited time. Find the full pricing details here.


What's included in the registration?

Registration gives you full access to all three days of our Advisor Summit. You’ll have access to all general sessions, panel discussions, and breakout sessions through the close of the Summit Wednesday afternoon. That’s more than 20 hours of client experience education and emX training! Breakfast (Tues. & Wed), Lunch (Mon-Wed), and Dinner (Tues.) will also be provided.


Airfare, transportation from the airport, and hotel accommodations are not included. A block of discounted hotel rooms at the Fairmont Scottsdale Princess are available for reservation.


Are hotel and travel accommodations provided?

eMoney has secured a block of rooms at a discounted rate of $269/night with the Fairmont Scottsdale Princess, where the Advisor Summit will be held. Reduced pricing will be available until August 28, 2017. To reserve your room at a discounted rate, click here.

- Fairmont Scottsdale Princess:

Regular price: $549+

Discounted Price: $269


Airfare and transportation from the airport will not be provided. For assistance, contact advisorsummit@emoneyadvisor.com or call Paige Hill at 610.684.1100 ext.4053.


How does this event differ from the regular emoney training workshops offered throughout the year?

While eMoney’s interactive training sessions are also a great opportunity to receive hands-on training with our emX suite of tools, the Advisor Summit offers a more thorough, three-day agenda. Featuring keynote speakers, industry thought leaders, eMoney experts, and hours of training and education, you’ll have access to a variety of topics not covered at our standard workshops. The Advisor Summit will host presentations from our integration partners, marketing experts, and developers, opportunities to create a professionally directed marketing video, get hands-on training, and interact with hundreds of the top advisors in the business.


Will there be opportunities to interact with emoney trainers?

The Advisor Summit will feature breakout sessions led by eMoney experts from training, financial planning, marketing, development and more. Be sure to sign up early to attend the sessions that are most important to you and to sign up for a free one-on-one session with a trainer. Of course, members of the team also will be onsite throughout the duration of the conference, so feel free to flag someone down and ask your questions!


When does registration open and close?

Registration is open now until September 15, 2017. Register today.


When should I arrive?

Come early and stay late! The Hackathon begins on the evening of Sunday, September 24. Be sure to arrive early or on Sunday to participate in the Hackathon. Registration opens on Monday, September 25 at 7:00AM. All conference attendees will receive the special discounted hotel rate for the duration of your stay up to two days before, through to two days after the event.   


Who chooses my agenda, including breakouts?

Attendees are able to build their own agenda. The three-day event will feature different interactive eMoney breakouts, partner presentations, and several main stage presentations and panel discussions to choose from. In addition, you can attend optional one-on-one consultations with eMoney trainers. Space is limited and sessions fill up quickly. Consultations are on a first-come-first-served basis.


Is transportation provided from the airport?

Transportation to and from the airport is not provided. We recommend flying into Phoenix Sky Harbor International Airport (PHX). From there, you can either rent a car,  request an UberX ($27-36 estimated) or reserve a Super Shuttle ($25 estimated). Note that reservations for a Super Shuttle should be at least 24 hours in advance.


Am I able to attend part of the event only?

The 2017 eMoney Advisor Summit does not offer individual or partial day passes. We recommend attending the full event to get the most from your visit and put what you’ve learned into action. Join us for our pre-conference activities (2nd Annual Hackathon starting on Sunday, September 24, 2017, through the eMoney trainings and closing remarks on Friday, September 27, 2017.


Can I be billed for the cost of registration?

Payment is required to complete your registration and can be made using all major credit cards via our secure payment processing site. Please contact Paige Hill at 610-684-1100 ext.4053 if this is an issue for your firm.


What is the dress code?

We want you to feel comfortable throughout the conference, so suits are not required – or recommended for that matter! We suggest keeping your attire business casual.


How do I redem credits?

Available through Quest CE, a leading provider of online-based continuing education services, registrants will receive credit that can be applied to Firm Element CE courses listed in their 2017 Firm Element Course Catalog.


May I bring my spouse or a guest?

Spouses and other guests are welcome to stay with you at the hotel, however, all 2017 Advisor Summit presentations and are reserved for financial professionals. If your spouse or guest would like to attend the Annual eMoney Party on Tuesday evening, there will be an additional cost of $200. If you plan to sight-see outside of the conference and enjoy the surrounding area we can recommend some great spots!


I’m unable to attend but I would like to learn more about future events.

Visit our Events blog to stay up-to-date on future event opportunities. And be sure to keep an eye out for emails from eMoney’s communications team, which often includes exclusive notices of our sponsored events.


What is the cancellation and refund policy?

While we'd hate to see you cancel, we understand life sometimes throws you a curve ball. Check out our Terms and Conditions for full details.

Please note: You must contact eMoney by email at: advisorsummit@emoneyadvisor.com to request a refund.


I'm an event sponsor. How do I update my list of attendees?

Please email advisorsummit@emoneyadvisor.com to update the number or names of people representing your company at the conference.

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Pricing Information

The cost of registration for the 2017 eMoney Advisor Summit is $1,299, but for a limited time only, we're offering a $400 discount with our Early-Bird pricing.

Register today
for $899!

No code needed.

Register For 2017 Summit 

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Interested in becoming a speaker?
Click below or contact phill@emoneyadvisor.com.

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Become a Sponsor

Interested in joining our esteemed list of Sponsors?
Click below or contact phill@emoneyadvisor.com.

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Contact the eMoney Advisor Summit Team

Email: advisorsummit@emoneyadvisor.com or call 610-684-1100 Ext. 4053