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emoney-recorded-training-icon-new  Recorded Webinars

recorded WEBINARS Currently Available:


December 4th- Summit Series: Deliver More Plans to More People:
Have you seen our newest planning experience, Foundational Planning?  This session will walk you through our simplistic planning tool, showcasing how you can service even more clients while remaining efficient.

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November 27th- Summit Series: Understand the Why and How of Monte Carlo Simulations:
This session will dive into the assumptions behind eMoney’s Monte Carlo. Learn how to incorporate it into your planning process and the best practices for sharing results with your clients.

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November 20th- Summit Series: Take Care of What Matters Most to Your Clients:
Take a detailed look into the entire estate planning process within eMoney, including tips on how to model trusts and build your presentations.

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November 13th- Summit Series: Build and Present a Complex Retirement Plan:
Your clients' feelings about retirement can be just as complex as their plans. Learn how to use our Advanced Planning solutions to present a plan that builds confidence and trust.

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November 6th- Summit Series: Adopt Best Practices for Success
No need to guess! We know how you can leverage the eMoney platform and services for the most positive impact. Learn how the best of the best are using Branding, Analytics, ABM, Lead Capture, and more to create positive change within their firms.

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October 30th - Summit Series: Help Your Clients Choose the Right Time to Retire
Learn how to leverage tools like dynamic time periods for life events and compare options for social security benefits to empower your clients to make informed decisions about their retirement plans.  

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October 23rd - Summit Series: Show Your Clients the Impact of Their Decisions: 
Some topics are better addressed with the eye than the ear. Our interactive tools turn decisions into visuals. Learn how to use them to facilitate planning discussions with your clients and show how decisions made today will impact them down the road.  

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October 9th - Modeling Divorce In eMoney:
Divorce is always a delicate situation and this session will show you how it can be handled within the eMoney platform.

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October 2nd - Simplifying Sharing Rules:
We will show the specific differences between our sharing settings for individual users.

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September 25th - Troubleshooting on the Client Portal:
From registering clients to setting up their Connections, we'll help prepare you for the most common obstacles they may experience. Additionally, we'll explain the various client-facing help resources and how to best customize features to fit their needs.

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September 18th - Which Planning Tool is Right for your Clients' Needs:
Tune in to learn the conceptual and simulation differences between Advanced Planning and Foundational Planning.

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September 11th - Client Meeting Role Play in Foundational Planning:
Watch an example of a client meeting that features Foundational Planning and learn best practices for how to present to your clients.

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September 4th - Hidden Gems on the Platform:
There are a plethora of tools available within eMoney. Today we will highlight some areas you may not be utilizing like Request a Feature, Printed Fact Forms, and Lead Capture for example.

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August 28 - Mastering Reports:
With access to over 250 reports, it can be daunting to know where to begin. This session will review how to use Reports to check your work and look for opportunities.

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August 21 - Deepen Client Relationships:
Join us as discuss how to improve engagement with your existing clients using eMoney.

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August 14 - Grow Your Business:
We'll look at how you can use eMoney as a business development tool to help grow your business and increase client wallet share. 

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August 7 - Downsizing at Retirement?:
Tune in to learn a few best practices you should consider when creating a scenario to help your clients downsize.

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July 31 - Knowing Your Client Resources:
This session will cover resources that are available to you, including Client Portal How- To's, Client Reports, and client-facing documents in The Knowledge Base. We'll also cover use cases from other advisors.

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July 24 - Preparing For Success:
In this session, we will review your action plan to get set up in eMoney successfully, showing you how to be both efficient and effective while using the platform at full capacity to get the most out of the system.

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July 17 - The Heart of Advice:
Learn more about this year's Summit theme: The Heart of Advice. This session will show you how to use eMoney to anticipate client needs and deliver more personal advice.

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July 10 - Conquering Connections:
Tune in to learn best practices for both advisor and client Connections, including troubleshooting, security tips, and the future of eMoney Connections.

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July 3 - Integrations 101:
Our powerful integrations were designed to save you time and energy. In this session, we will explore the types of integrations we offer and the benefits of using them.

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June 26 - Education Planning Essentials:
Your client's children are deciding where they want to go to college - but can they afford it? Use eMoney to show your clients what is realistic for them, and/or what changes they'll need to make to make it a reality for their child!

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June 19 - Rolling Out the Client Portal:
The Client Portal is your number one client relationship tool, so when introducing it to clients, make sure they buy into using it regularly. Tune in as we offer best practices on how to introduce the Client  Portal to your clients.

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June 12 - All About Annuities:
Annuities can be complex - but inputting them into eMoney doesn't have to be! In this session, we will explain how to efficiently enter your clients' data and check to ensure its functioning as intended.

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June 5 - Understanding Stock Options:
This session we will cover best practices and efficiencies surrounding stock option input and monitoring.

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May 29 - Advanced Planning vs. Foundational Planning:
Learn about the difference between Foundational and Advanced Planning! We'll use a sample client to mimic a typical progression through different planning stages.

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May 22 - Mid-Year Review:
It's that time of year again! Tune in today to learn what information to review per client and how to build a consistent and comprehensive presentation template as we walk through the top reports to in include your mid-year review.

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May 15 - Life Insurance Basics:
In this session, we will demonstrate how to clearly illustrate a clients' life insurance need s and offer tips on how to present your findings.

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May 8 - Prospecting with Sample Clients:
We'll discuss best practices on how to utilize our sample clients and lead capture to effectively reach more clients!

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May 1 - Answering Your Clients' Social Security Concerns:
With most clients, social security is a common concern when discussing retirement. This session will equip you with how to handle those conversations using the tools in eMoney to make it visual for your clients.

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April 24 - Realistic Real Estate:
This session will educate you on everything surrounding real estate in our platform— from data entry to reporting. Tune in live to learn and submit questions along the way!

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April 17 - Stay Organized with eMoney:
Tune in to learn how eMoney can help you and your office stay organized throughout this crazy time of year.

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April 10 - Role Playing in the Retirement Conversation:
Join one of our most highly requested webcasts as we simulate a retirement meeting discussion, including ways to maneuver those inevitable curve-balls.

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April 3 - Understanding Your Investment Assumptions:
Understand investment assumptions, hot to customize, and how to update them either globally or at the client level. 

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March 27 - Foundational Planning 201:
This week is part two of our comprehensive Foundational Planning training. In this session, we'll go even more in-depth into our latest planning release designed to deliver personalized, dynamic plans that help clients prepare for financial decisions at every life stage.

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March 20 - Foundational Planning 101:
Tune in as we give you a live demonstration of our newest planning release! This incremental, modular approach allows you to establish planning-led relationships with more clients.  

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March 13 - Building Powerful Alliances:
Everyone benefits from stronger relationships. Learn how to connect with alliance partners - like CPAs, lawyers, and other financial professionals. 

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March 6 - Become a Marketing Master:
Build awareness, connect with clients digitally, and establish credibility and trust earlier on in the sales cycle. It's all possible with Advisor Branded Marketing! Tune in as we demonstrate how powerful this tool can be for you and your office. 

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February 27 - Reflecting Accurate Taxes:
It's tax season! This session will explain how eMoney handles taxes, how you can accurately reflect them for your clients, and how to check your work. 

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February 20 - Re-framing Estate Conversations:
Estate conversations don't need to be a negative topic with your clients. We'll show you how to change the narrative using eMoney.

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February 13 - Meeting Prospects with Client Relationship Tools:
Learn how to use our six unique sample clients to connect with more prospects, and discover the best tools for each type.

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February 6 - Initial Client Meetings:
Set your clients up for success and manage expectations in your initial client meeting! Tune in as we give you best practices on how to structure your first meeting. 

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January 30 - Data Aggregation Management:
Learn how data aggregation can make your life easier,  increase efficiency in your office, and hear how we're improving our data aggregation in 2019.

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January 23 - 2018 Release Recap:
Every year, we look for ways to improve and expand eMoney to meet your needs. Let's take a look back at all the major releases of 2018 and look ahead at what's coming this year. 

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January 16 - Complex Business Planning:
Businesses can be complex. In this session, we'll explain how you can easily simulate the most intricate businesses in eMoney. 

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January 9 - Discussing Data Security:
Do you have clients who are hesitant to use their Client Portals due to the current data security climate? In this session, we'll help you navigate those conversations and give your clients confidence in your information security. 

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December 19 - Summit Series: eMoney Best Practices:
Streamline your workflow with eMoney. Join us to uncover tools designed to create a seamless workflow and how to implement them in your office. 

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December 12 - Summit Series: Monte Carlo:
Join us for an in-depth look at the inner workings of the Monte Carlo simulation and learn best practices for presenting the results to your clients. 

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December 5 - Summit Series: Retirement Planning:
The Retirement Plan is an essential for all advisors. In this session, we'll demonstrate how to create a core retirement plan from start to finish. We'll dive into best practices for entering client data, creating scenarios, and building a compelling client presentation. 

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November 28 - Summit Series: Estate Planning:
Learn how to create powerful estate plans in eMoney including insight into the best ways to model trusts and tips for creating meaningful presentations. 

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November 21 - Summit Series: Taxes in eMoney:
Take an in-depth look at how taxes are handled in eMoney, including new features we've added for the Tax Cuts and Jobs Act and discover new ways to customize your tax options and create compelling situations. 

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November 14 - Summit Series: The Interactive Meeting:
Whether you're presenting pre-built plans or having your client take the lead - FlexGen advisors are using technology to connect and engage with their clients like never before. Join us to discover pro tips and techniques that will bring your plans to life to millennial's and baby-boomers alike. 

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November 7 - Summit Series: Client Experience: Engaging New & Existing Business:
Learn how to unlock the potential of the Client Portal. In this session, we'll show you how to generate leads for your business and develop and industry leading client experience. 

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October 31 - Customizing Your Investment Assumptions:
Take a detailed look at how the eMoney investment simulations work and discover how to fine tune your clients' financial plans by customizing your Investment Assumptions. 

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October 24 - Comprehensive Education Planning:
"Can we afford to send them to our Alma Mater or even an Ivy League school?" Answer your clients' most common education planning concerns with our powerful planning tools..

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October 17 - Creating Realistic Living Expenses:
Follow along as we explain how to create realistic living expenses in eMoney. 

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October 10 - A Modern Mobile Experience:
Join us as we show you the power of our new mobile experience and demonstrate how it can be used effectively by clients and advisors. 

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October 3 - Post-Meeting Checklist Series: Estate Planning Clients:
Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around estate planning. 

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September 26 - Post-Meeting Checklist Series: Education Focused Clients:
Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around education planning. 

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September 19 - Post-Meeting Checklist Series: Life Insurance Focused Clients:
Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around life insurance planning.

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September 12 - Post-Meeting Checklist Series: Investment Focused Clients:
Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around investment management. 

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September 5 - Post-Meeting Checklist Series: Retirement Focused Clients:
Join us as we explain how you can efficiently wrap up a client meeting in eMoney. This week we will be focusing on meetings centered around retirement planning. 

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August 29 - Top 8 Reports:
With so many reports to choose from, choosing the right one for your client can be overwhelming. It doesn't have to be! Tune in to learn some of our most versatile options. 

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August 22 - Streamline Your Data Entry Process:
Are you spending too much time entering fact details? Learn how to save time and increase your data entry speed with these best practices. 

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August 15 - Advanced Planning Scenarios vs. What-Ifs:
Learn the key differences between two of our most robust planning tools and when you should use one over the other. 

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August 8 - Protect Your Loved Ones:
Are your clients concerned about protecting their loved ones even after they're gone? Join this session to learn about tools in eMoney that can ease their concerns. 

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August 1 - Create Powerful Custom Presentations:
In this session, you'll learn how to create meaningful presentations that address your client's specific concerns. 

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July 25 - Quick Wins with Needs Analysis:
Show your client or prospect a simple but realistic report in just a few minutes with Needs Analysis. 

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July 18 - Build an Unbreakable Network with Alliance Partners:
In this session, we'll provide you with a detailed look at a feature you may be overlooking, but could be a game-changer for your clients. 

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July 11 - New Millennial Sample Client: Meet the Rosen's:
Join us as we explain the new millennial sample clients and walk you through their story in the planning tools. 

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July 3 - Modeling Charitable Gifts:
In this session, we'll walk through how to model charitable gifts in eMoney and demonstrate the best reports for presenting to your clients. 

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June 27 - Advisor Compliance Solutions:
Learn how eMoney can help ensure you remain compliant with built-in tools for safeguarding client data, a focused approach to DoL, and our Advisor Assurance platform. 

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June 20 - Modeling Guaranteed Income With Annuities:
In this webinar, we'll demonstrate some of the best ways to model guaranteed income in eMoney using annuities. 

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June 13 - Stock Options Explained:
Learn how to accurately model stock options, common techniques for their use, and best practices for presenting them to your clients. 

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June 6 - The Retirement Conversation:
Are your clients approaching retirement? Learn how to prepare, execute and follow up with a client following a retirement conversation. We'll offer tips on retirement planning, presenting in eMoney, and next steps. 

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May 30 - Life Insurance Planning:
In this week's session we'll demonstrate how to clearly illustrate a client's life insurance needs and offer tips for presenting your findings. 

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May 23 - Onboarding Someone New to your Firm and eMoney:
Learning a new system quickly can be difficult. Join us to see how you can get a new hire up and running in eMoney, and where to ind the resources they need to succeed. 

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May 16 - Troubleshooting Connections:
Tune in to learn how to resolve and prevent the most common connection issues in eMoney.

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May 9 - Customizing Your Investment Assumptions:
Learn how to fine tune your Investment Assumptions within eMoney. We will be discussing what you should be controlling, what you should not be doing, and how to make sure you're managing everything effectively. 

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May 2 - Best Tools for Each Type of Client:
Every client is different. Learn how to customize your process to meet the unique needs of your client base. 

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April 25 - Using Alerts to Increase Client Engagement:
Learn how to create a more engaging client experience by developing best practices with client site alerts.

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April 18 - Modeling Real Estate:
Real estate is a key element in a client's financial plan. In this session, we'll help you understand how to accurately model real estate growth and transactions and the best reports for presenting to your clients. 

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April 11 - Modeling Business Interests:
Does your client own a business? Follow along as we demonstrate how to model a business interest and show how eMoney's business reports illustrate the business's income, expenses, distributions and more. 

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April 4 - eMoney Security Features:
In this session we'll provide you with a detailed look at our advisor and client security features to help alleviate your client's security concerns. 

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March 21 - Social Security Strategies:
Join us for a detailed look at Social Security in eMoney, and learn how to model and present Social Security benefit strategies to your clients. 

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March 14 - Mid-Year Review:
Learn how to build a consistent and comprehensive presentation template as we walk through the top reports to include in your Mid-Year Review. 

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February 21 - Cashflow 201:
Now that you've learned the basics, let's take a deeper dive into the world of cash flow. We will also demonstrate how to use reports to diagnose issues around inflows and outflows. 

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February 14 - Cashflow 101:
The Cash Flow report is the heart of your client's financial plan. Learn how each piece of the Cash Flow simulation fits together to create a comprehensive model of your client's financial life. 

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February 7 - Post Meeting Checklist:
Tune in as we walk you through how to wrap up a client meeting efficiently in eMoney using some of the tools at your disposal. 

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January 30 - Release Recap: Advisor Branded Marketing:
Join us as we walk through the new Advisor Branded Marketing (ABM) platform and take a detailed look at how ABM can help you with everything from prospecting and onboarding new clients, to initiating conversations about estate and generational planning. 

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Webinars & Downloads

 

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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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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. 

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