This CFP® instructor led course is designed specifically for advisors who navigate complex planning scenarios and want to leverage eMoney’s advanced planning capabilities.
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
$200 per seat
Breakfast and lunch provided
Duration: 1 Day, 8:45am-3:30pm