Here is a small collection of reasons why you should attend this year.
With unique training and education for advisors, planners, office administrators, and marketing professionals of all levels, the eMoney Summit will help your team run like a well-oiled machine.
Our speakers do more than help you discover best practices for improving growth—they inspire you to move in the direction that will take your business to the next level.
We make it easy for you to meet your continuing education requirements and stay at the forefront of financial planning and innovation.
Learn about the latest trends and innovations and receive live demos of the latest technology in the virtual eMoney Exhibition Hall.
Master Your Skills
Why Master Skills?
Receive one-on-one training with an eMoney expert and master the eMoney skills you need for presenting to clients, like interactive planning, client website management, and more.
Why PRACTICE MANAGEMENT?
You'll walk away with new ways to transform your business model, practice management tips, actionable strategies, and best practices you can use to supercharge your office's growth.
Why PRODUCT VISION/ROADMAP?
The eMoney product strategy is built on logic and creativity and propelled through innovation. Hear directly from our Leadership Team as they share our roadmap, which is inspired by your feedback and focused on building scalable solutions to deliver an exceptional client experience.
Engage With Leading Tech and Service Providers In The Industry
Meet and hear from the top fintech solution providers and integration experts in the industry.