Frequently Asked Questions

1. I registered for the 2020 eMoney Summit before the switch to digital. What happens to my registration?

Since the eMoney Summit will now be entirely digital, you have two options regarding your registration:

  1. You can keep your registration for the 2020 eMoney Summit and join us for the virtual event. If you would like to keep your registration, click here, and we will refund you the difference in the ticket price.
  2. Or you can cancel your registration for the live conference originally scheduled to take place in Washington, D.C. and receive a full refund. If you would like to cancel your registration, click here.

*If payment was submitted within the last 120 days, you will receive an automatic refund back to the credit or debit card that you used to pay for your conference registration. If payment was submitted beyond 120 days, a member of the eMoney team will reach out to you directly to collect the information required to mail you a check.

2. I booked a reservation at the Marriott Marquis Washington, D.C. to the eMoney Room block, what will happen to my reservation?

Due to the circumstances, hotel reservations made through eMoney's room block will be automatically cancelled by June 30, 2020. You will receive a cancellation confirmation email from the hotel directly. If you made your own hotel reservations outside of the conference block, you must cancel directly with the property you selected.

3. When will the 2020 eMoney Summit digital event take place?

Monday, October 19 – Wednesday, October 21, 2020.

4. When will registration open for the digital event?

Registration is now open and will close on Thursday, October 15, 2020. Click here to register!

5. Can I attend just part of the event?

The 2020 eMoney Summit does not offer individual or partial day virtual passes. We recommend attending the full digital event to make the most of your time and investment!

6. What is the cost to attend?

Details regarding the price of attendance are available here.

7. Are there any team discounts available?

Yes! We're offering Team Discounts for groups between two and nine people, registering at the same time for the Summit together. Each person registered will receive a 5% discount automatically applied to their ticket during registration. There is no promo code needed. Just select Add Person once you get to the registration Summary page.

8. Are there any discounts available if registering a firm with 10+ people?

Yes! Click here to learn more on pricing for Firm Registrations.

9. 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.

10. What's included in the registration?

Registration gives you full access to all three days of the eMoney Summit and includes:

  • Access to keynotes, breakouts, continuing education credits, panel discussions, and other event activities
  • One individual training session for each registrant
  • Access to recorded presentations and materials for one year after the end of the event

11. Where can I find the agenda for the digital 2020 eMoney Summit?

Just as our in-person conference includes keynote speakers, panel discussions, and networking opportunities for attendees, these experiences will be a part of the online event. Click here to view the agenda!

12. Will I have opportunities to interact with eMoney trainers?

Yes! The virtual 2020 eMoney Summit will feature breakout sessions led by eMoney experts from the Training, Financial Planning, Marketing, and Development teams.

13. What can we expect for content and breakout sessions?

Click here for a detailed view of sessions and their descriptions.

14. 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. Note: You will need to be online for the entire session to receive credit. Our Financial Planning team will reach out to you 1-2 weeks post-Summit to confirm that your CE credits were submitted.

15. How many Continuing Education credits can I earn? And what designations qualify for Continuing Education credits?

Attendees will have the opportunity to earn up to 12 CFP® CE Credits depending on their breakout session selection. To obtain CE credits, you must attend the live online session. After the event, we’ll report your attendance to the CFP Board, and you will receive confirmation when credits are awarded. Important Note: Due to CFP® Board requirements continuing education credits for the 2020 eMoney Summit must be submitted in whole credit hours. This means, when selecting .5 credit hours sessions you must pair two together to receive a continuing education credit.

We’ll also send certificates of completion to attendees, which you can use to self-report your attendance to the governing body that oversees your additional designation(s). Click here to see what other designations qualify for Summit Continuing Education credits.

16. What if I am unable to attend all days of the event?

That's okay! Registration includes access to recorded presentations and materials for one year after the end of the event. So you can catch up on our educational content when it works for you!

17. What is the cancellation 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.

18. I'm unable to attend, but I would like to learn more about future events.

Visit our Events Page to stay up to date on future event and webinar 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 and webinars.