Frequently Asked Questions

With the current travel restrictions in place, will eMoney still be hosting the 2020 eMoney Summit?

eMoney has been closely monitoring the current and potential effects of the Novel Coronavirus (COVID-19) outbreak and we want to be as transparent as possible and share information about how we are following developments relating to the coronavirus.

At this time, we plan to host the 2020 eMoney Summit in Washington, D.C., October 18-21, 2020.

eMoney will continue to actively monitor it and take actions as warranted. We are committed to making the 2020 eMoney Summit a safe, healthy and successful event. We will continue to keep you apprised as developments relating to the coronavirus occur. If you have any questions about the upcoming event, please contact us at

When does registration open and close?

Registration is open now and will close Wednesday, September 30, 2020.

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 Marriott Marquis Washington, D.C. For more information on hotel and travel, visit our Travel page.

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 19. The conference will kick off later that morning at 10:00 a.m.

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 continuing education (CE) credits through our CFP Board-approved breakouts.

Will I have opportunities to interact with eMoney trainers?

Yes! The eMoney Summit will feature breakout sessions led by eMoney experts from the Training, Financial Planning, Marketing, and Development teams, as well as one-on-one training sessions. We'll notify you when it's time to sign up for these sessions. Additionally, members of the eMoney Product, Planning, Marketing, and Sales teams will be onsite to answer questions or hear any suggestions you may have!

What can we expect for content and breakout sessions?

We’re in the process of finalizing our agenda and breakout sessions and we’ll notify you via email when sessions are open for registration so you can log in and customize your agenda. In the meantime, check out the breakout sessions offered at last year's Summit.

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. Breakout sessions and one-on-one consultations will open up for registration in the coming months. You may also sign up for one-on-one consultations with eMoney trainers. Note: Breakout sessions and one-on-one consultations will open up for registration in the coming months.

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

We've reserved a block of rooms at the Marriott Marquis for a discounted rate of $359 per night from Friday, October 16 to Saturday, October 24. This extended offer is a great reason to stay in Washington, D.C. before or after the Summit and see all the city has to offer!
Accommodations: Attendees are responsible for booking their own hotel accommodation. Hotel booking is not done during registration. Click here to book.
Cancellation Policy: Three days prior to arrival date to avoid forfeiture of one night’s room and tax deposit.

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 Ronald Reagan Washington National Airport (DCA). The Marriott Marquis is five 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.

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 on Tuesday night.

How do I redeem Continuing Education 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. To capture your attendance for these sessions, we'll be scanning badges as you enter the room. Our Financial Planning team will reach out to you 1-2 weeks post-Summit to confirm that your CE credits were submitted.

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 if this is an issue for your firm.

Can I attend just part of the event?

The 2020 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!

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.
Check out events schedule to stay up to date on future event opportunities and where we're going next. 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.


Questions answered?

That's great, then all that's left is to register!