eMoney Summit F.A.Q.s


What is the cost to attend?

Details regarding price of attendance are available here.

What's included in the registration?

Registration gives you full access to all three days of the eMoney Summit. You can attend all general sessions, panel discussions, and breakout sessions–that’s more than 20 hours of education and eMoney training! Meals included in registration:
  • Monday: Lunch, Break, and Product Demo Happy Hour
  • Tuesday: Breakfast, Break, Lunch, Break, and Dinner
  • Wednesday: Breakfast, Break, and Lunch to Go
Airfare, transportation, and hotel accommodations are not included in registration. A block of discounted hotel rooms are available for reservation at the JW Marriott Orlando Grande Lakes. For more information on hotel and travel click here.

What is the nightly rate for a room at the JW Marriott Orlando, Grande Lakes?

A block of rooms has been reserved at The JW for a discounted rate of $229/night. An additional resort fee of $20/night will be automatically applied to your stay which covers WiFi throughout the resort, enhanced WiFi in your room, daily bike rentals, and transportation to Disney World, Sea World and Universal Studios.

Looking to extend your stay? Rooms will be available at this discounted price three days prior to the conference as well as three days after the conference concludes. Rooms are not being held for these extended dates and will be available at a first come, first serve basis. Click here to book!

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

While eMoney’s training workshops are a great opportunity to receive hands-on training, the eMoney Summit offers a more thorough, three-day agenda to help you:
  • Learn about a variety of topics from keynote speakers, industry thought leaders, integration partners, and eMoney experts.
  • Network with hundreds of the top advisors in the business.
  • Earn CE credits through our CE certified breakouts.

Will there be opportunities to interact with eMoney trainers?

Yes! The eMoney Summit will feature breakout sessions led by eMoney experts from training, financial planning, marketing, development and more. Sign up early to attend the sessions that are important to you, and for a free one-on-one session with an eMoney trainer. Members of the eMoney team will be onsite throughout the conference to answer questions and hear any suggestions you may have. Feel free to flag us down or visit the eMoney booth at any time! 

When does registration open and close?

Registration is open now and will close September 28th, 2018.

When should I arrive?

Pre-Conference Activities and The Hackathon will begin Sunday evening, October 7th. Participants of these events should plan to arrive on Sunday. Conference registration is between 7:00 a.m. and 10:00 a.m. on Monday, October 8th. The conference will kick off later that morning at 10:15 a.m. Since Monday’s sessions begin so early, we recommend arriving on Sunday evening.

Who chooses my agenda, including breakouts?

Attendees will build their own agenda when registering. You can modify your agenda through the online portal at any time.

The three-day event will feature several main stage presentations as well as a selection of interactive breakouts and trainings you can choose based on your needs and interests.

You may also sign up for one-on-one consultations with eMoney trainers when registering for the eMoney Summit. Space is limited and sessions fill up quickly so don’t wait to register! Consultations are available on a first-come-first-served basis.

Is transportation provided from the airport?

No, transportation to and from the airport is not included in the cost of registration.

We recommend flying into Orlando International Airport (MCO).

The conference hotel, JW Marriott Grande Lakes, is 10 miles from the airport. To get there you can either rent a car, request an Uber, or reserve Mears Shuttle Service ($20 estimated). Note that reservations for Mears Shuttle Service should be made in advance.

For more details on travel and accommodation, please visit our Hotel & Travel page.

Can I attend just part of the event?

The 2018 eMoney Summit does not offer individual or partial day passes. We recommend attending the full event to get the most out of your time, travel, and investment!

Can you bill me 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 Amanda Youtzy at 610-684-1100 ext.4314 if this is an issue for your firm.

What is the dress code?

We want you to feel comfortable! Suits are not required or recommended, we suggest keeping your attire business casual. This also applies to our dress code for the Annual eMoney Party Tuesday night.

How do I redeem credits?

Our Financial Planning Group will reach out to you post-Summit to confirm that your CE Credits were submitted.

May I bring my spouse or a guest?

Spouses and other guests are welcome to stay with you at the hotel, however, eMoney Summit presentations 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.

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. Also 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 that 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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Contact the Summit Team

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