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     Platform Essentials       Planning Fundamentals       Advisor Roundtable       Advanced Planning     

advanced-planning-icon  Advanced Planning Workshop

This CFP® instructor led course is designed specifically for advisors who navigate complex planning scenarios and want to leverage eMoney’s advanced planning capabilities.

In this one-day course, we'll examine real-life examples for:

  • Entering detailed information into all facets of the Advanced Fact Finder including Annuities and Stock Options

  • Planning techniques for Cash Flow, Retirement, Education, Tax, Insurance, and Estate Planning

  • Running Monte Carlo simulations

  • Building scenarios to use in reports and interactive tools

Details:

  • $200 per seat

  • Breakfast and lunch provided

  • Duration: 1 Day, 8:45am-3:30pm

View Agenda

Workshops Currently Available:


  October 25 - Lombard, IL (Sold out-Waitlist open)

+ Register Today

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Weekly Training Webinars

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Product Update Webinars

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Recorded Weekly  Training Webinars

 

Custom Training


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Not seeing something that fits your needs?

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. 

Design Your Program

 

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