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emoney-advworkshop-training-icon-new  Advisor Roundtable Workshop

Reserve your seat at the Advisor Roundtable to uncover strategies for leading more engaging prospect and client meetings that showcase your value and the eMoney digital service offering.

In this collaborative, half-day knowledge session with fellow advisors, you'll learn how to:

  • Position eMoney to prospects and clients

  • Address possible client concerns or objections

  • Conduct more engaging client meetings using eMoney's interactive tools


  • $100 per seat

  • Duration: 1/2 Day, 8:45am-12:00pm

  • Registration closes 24 hours prior to session

View Agenda

Workshops Currently Available:

UPDATE: As a safety measure, all Live Training Workshops will be held as virtual sessions through July 31, 2020 due to the coronavirus.

  July 1 - VIRTUAL 8:45 EDT

+ Register Today

Custom Training




Looking for more personalized training?

Design a customized in-person program to meet your training needs.

This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed. 

Design Your Program