eMoney Summit Breakouts

Beginner Track

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.

Deepen Your Client Relationships
Your clients will choose you and continue to choose you if the client experience meets their needs. In this session we will show you how simple it can be to build impactul relationships with your clients by customizing and promoting use of our client tools.

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

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. 

Not ALL Press is Good Press
PR can raise awareness of your business, while increasing your credibility in the industry. But it takes time and creativity to secure press that makes an impact. This session breaks down how to cultivate relationships with reporters, write a press release, develop pitches, and distinguish yourself as an expert or thought leader. Ultimately, you’ll learn how to create news that is worth sharing.

Set Your Marketing Campaigns to Autopilot
Marketing automation delivers more than just time back in your day. An improved customer experience and an increase in high-quality leads are just some of the benefits. Join us for an inside look at how you can automate reoccurring tasks to attract new business, nurture leads, and optimize productivity.

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.


Advanced Track

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. 

Build the Profile of Your Ideal Tech Partner
Among the many considerations when choosing a technology partner, the areas surrounding risk require serious attention. In this session we'll look at topics like cybersecurity, privacy, risk management, and insurance to help define what you should look for when selecting providers whose capabilities align with your priorities.

Ensure the Accuracy of Tax Projections
Take an in-depth look at how taxes are handled within eMoney. This session will cover your customization options and how we incorporate new tax laws into the platform.

Estate Planning: 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.

Find New Customers by Mastering SEO & Transforming Your Digital Presence
Digital marketing is raising the competitive bar in the financial planning industry. Firms with strong search engine optimization (SEO) attract more prospects online, giving them an exclusive opportunity to acquire new customers through outstanding digital experiences. In this session, eMoney and Twenty Over Ten marketing experts will show you how to improve your digital presence and take advantage of this opportunity to increase customer acquisition levels.  

Leverage Reports to Solve Problems
Learn how to use the suite of eMoney's cash flow reports to diagnose and troubleshoot issues within your clients' financial plans. 

Stop the Insanity Cycle and Start Speaking Your Client’s Language
You are a dedicated, competent finance professional. You have built strong relationships with your clients over years of hard work and commitment. Yet despite proven forecasting technologies and numerous calculations, some clients overwhelmingly can’t get comfortable with not knowing the future. If only there was a way to move past the numbers and get to the root of the issue. That’s where we come in… Tiffany Rosetti, CFP and Adrienne Criste, LMSW from Atlanta-based Behavioral Wealth Management firm JOYN will conduct an interactive workshop on how JOYN blends wealth management and behavioral science to enhance the overall all client experience. Attendees will gain:

  • Tactical information and actionable example of Behavioral Wealth Management to improve current client interactions
  • Lessons learned from integrating behavioral science into financial planning operations
  • Enhanced perspective of the future of our industry

Understand the How and Why 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.

Unlock the ROI of Your Marketing
You rely on your website, social media, and email to attract new clients, but how do you measure success? This session will explore marketing analytics to help you prioritize tactics, create better content, and deliver your greatest ROI.


Continuing Education Track

CFP Board Ethics (2 Credits)
This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019. At the end of the course, participants will be equipped to: Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP® professionals; Act in accordance with CFP Board's fiduciary duty; Apply the Practice Standards when providing Financial Planning; Recognize situations when specific information must be provided to a Client; Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.

Advisor, Know Thyself (1 Credit)
The heart of the advisor directly correlates to the heart of advice. By using the Myers-Briggs framework to understand your personality, you’ll discover how to work with different clients and become a better communicator and advisor.

APIs 101: Data Aggregation and Data Risk Management in Financial Planning (1 Credit)
Learn how data aggregation in the financial planning process can enhance the advisor-client relationship. You will also learn what an API is, how different data aggregation methods work, and how to manage clients’ concerns and set expectations about the pros and cons of using connected third-party data. This course will also cover data protection and security best practices, and current regulatory and legislative conversations.

Artificial Intelligence and Planning (1 Credit)
This session will examine the current and future application of Artificial Intelligence (AI) to financial planning. As you learn how to balance AI with conventional thinking, you’ll be better prepared to make decisions on your financial tech stack and understand its impact on the client experience. 

A Guide for Charitable Giving (1 Credit)
Many clients have philanthropic inclinations, but don't know where to start.  This session will address how advisors can bring up charitable giving topics with clients and determine an overall mission, so that a plan to balance goals for today and tomorrow can be put in place. 

Cybercrime: How to Recognize the Threats and Be Your Own Best Defense (1 Credit)
The cost of cybercrime is estimated to reach $6 trillion by the year 2021, representing the biggest transfer of wealth in the history of the world and leaving behind great damage to individuals, families, and businesses. In this session, you’ll learn how to become a smaller target by having corporate policies and a required response plan, systems for recognizing phishing attempts and other social engineering methods used to steal clients’ identities, and how you can be your client’s best resource and partner if they or their children become a victim of identity theft.

Financial Rules to Know by Heart: A Guide for Parents to Teach Their Children (1 Credit)
Parents want to provide a strong financial knowledge early to their children to foster success in the future. Learn how to best help them with this overview on teaching financial literacy for young adults and children. The course will include tools, exercises, and resources to explain financial literacy and examples of conversations for advisors to facilitate with client parents and children. 

Food for Thought: Smashing Student Loan Debt (1 Credit)
In this session we will explore the best strategies for student loan repayment. When building a strong financial plan, several options need to be taken into consideration, like tax preparation for loan forgiveness or refinancing outside the federal system. Tips for maximizing both the pay-slow and the refinance-and-pay-quickly processes will also be discussed.

Guiding Clients Through Market Volatility (1 Credit)
This course will cover important aspects of helping clients navigate through market volatility and economic uncertainty: managing client expectations, best practices for managing clients' reactions and behaviors, and properly communicating with clients about their investments. Factors that impact investment risk and suitability of investments for clients will also be addressed.

How "Well" Can Your Clients Retire? (1 Credit)
So many expectations and emotions impact the practical decisions needed to plan for a well-rounded retirement. This course will cover managing needs, wants, wishes, and realistic and non-realistic retirement expectations. It will help you facilitate conversations that empower your clients to get the most out of retirement without taking unnecessary risk and how to obtain or keep a healthy retirement nest egg and leave a legacy. This will include a focus on showing the value of planning for clients who are expecting to have money left over. 

Neuroeconomics/ Client Psychology (1 Credit)
A financial advisor should understand a client’s behavioral psychology and how it affects the decision-making process and the acceptance of the advisor’s recommendations. Traditional financial theory asserts that individuals generally make rational decisions regarding their money. Yet financial advisers often encounter cases where emotions and psychology have caused clients to make irrational choices when managing their money. Behavioral finance is a relatively new field of study that relates behavioral and cognitive psychology to financial planning and economics to understand why people often act irrationally during the financial decision-making process. This session will include a discussion of commonly recognized behavioral biases and mental heuristics and their implications for financial decision making. Additionally, it will help attendees evaluate how behavioral biases and personality types affect investment decisions and portfolio construction.

Providing Hope and Support After Widowhood or Divorce (1 Credit)
Despite sensitive and emotional times in clients' lives, you still need to be able to provide practical guidance for your them. Learn how to help your client navigate the loss of a partner, through death or divorce, with a focus on the resources you can provide them and recommended advice to share. This will include areas of change such as account titling, legal awareness, and revisiting budgets and expenses.

The Dilemma of the Family Business (1 Credit)
As family business owners near retirement age, they face many difficult decisions. Will they be able to support their retirement needs? Should they pass down the business to the next generation or sell to a third party? Are they going to be able to truly let go of the business? This session will give advisors insight on how to help business owners clarify their retirement goals, plan ahead for the tax impact and loss of reoccurring income due to the sale, and navigate through complex family dynamics to successfully advise these clients.

Understanding the New CFP Board Standard of Conduct on Technology (1 Credit)
Learn about the role of an advisor and any technology providers’ in meeting the new CFP Board Standard of Conduct “Duties When Selecting, Using, and Recommending Technology”.  We will break down the meaning of this new standard, understand its implications, and offer best practices when selecting, using, and recommending technology to support financial planning engagements while adhering to the fiduciary duty to clients.


Please email advisorsummit@emoneyadvisor.com with any questions.

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