Frequently Asked Questions

What is the cost to attend?
Details regarding the 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: Morning Snack, Lunch, Afternoon Break, and Product Demo Happy Hour
  • Tuesday: Breakfast, Morning Break, Lunch, Afternoon Break, and Dinner
  • Wednesday: Breakfast, Morning Break, and Lunch to Go
Airfare, transportation, and hotel accommodations are not included in registration. A block of discounted hotel rooms is available to reserve at the Fairmont Austin. For more information on hotel and travel, click here

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 I have opportunities to interact with eMoney trainers?

Yes! The eMoney Summit will feature breakout sessions led by eMoney experts from training, financial planning, marketing, and development as well as one-on-one training sessions. You can sign up for these sessions during registration. Additionally, members of the eMoney Product, Planning, Marketing, and Sales teams will be onsite to answer any questions or hear any suggestions you may have!

When does registration open and close?

Registration is open now and will close September 27, 2019.

When should I arrive?

We're planning an early start for Monday so we recommend arriving on Sunday evening. Conference registration is between 7:00 a.m. and 10:00 a.m. on Monday, October 14. The conference will kick off later that morning at 10:05 a.m.

Who chooses my agenda, including breakouts?

Attendees will build their own agendas 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 that 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. 

What is the nightly rate for a room at the conference hotel, Fairmont Austin?

We've reserved a block of rooms at the Fairmont Austin for a discounted rate of $295 per night from Friday, October 11 to Saturday, October 19. This extended offer is a great reason to stay in Austin before or after the Summit and see all the city has to offer!

Accommodation: Attendees are responsible for booking their own hotel accommodation. Hotel booking is not done during registration, you must click here to book!

Deposit policy: A deposit of one night's room and tax will be charged 30 days prior to arrival to guarantee reservation.

Cancellation Policy: To cancel your hotel reservation you must contact the Fairmont Austin directly. Cancellations made more than 30 days prior to check in will receive a full refund. Cancellations made within 30 days of the reservations check in date will be charged one night room and tax.

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 Austin-Bergstrom International Airport (AUS). The Fairmont Austin is 9 miles from the airport. To get there you can either take a cab, rent a car, or request an Uber. For more details on travel and accommodations, please visit our Accommodations page.

Can I attend just part of the event?

The 2019 eMoney Summit does not offer individual or partial-day passes. We recommend attending the full event to make the most 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 Alyssa Lewis at 610-684-1100 ext.4554 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?

During registration, make sure to complete the question, "What is your CFP Board ID?" With that information, we can report your credits to the CFP Board on your behalf. Our Financial Planning Team 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, sessions, meals and events are reserved for registered attendees only.

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. And 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: to request a refund.


What's there to do in Austin?

Austin City Limits Music Festival Check out one of the largest music festivals in the country, featuring a variety of performers including The Cure, Gary Clark, and Billie Eilish.

  • When: 10/11-10/13, see the website for performance times
  • Where: Zilker Park, 2100 Barton Springs Rd, Austin, TX 78704

Oktoberfest Join the German Heritage Society’s Oktoberfest celebration, featuring a biergarten, live music, and great food.

  • When: 10/12 from  11am-7:30pm
  • Where: The German Free School Building,  507 E 10th St, Austin, TX 78701

Other things to do:

  • Bat Tours – Austin is home to one of the largest urban colonies of bats in the world – come see the Congress Bridge Bats take flight, just a few blocks away from the Fairmont.
  • Rainey Street Historic District – Calling all food truck foodies and cocktail aficionados, Rainey Street is the spot for you.
  • Sixth Street – Home to entertainment venues, bars, music festivals, and restaurants.


Save the Date for the 2020 eMoney Summit October 18 - 21, 2020 in Washington, DC!