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emoney-webinars-training-icon-new  Weekly Training Webinars

WEBINARS Currently Available:


January 29 - Client Portal Initial Steps:
Show the initial steps for onboarding a new client, how we can easily and efficiently enter data using an advisor connections and transitioning to the Client Portal onboarding and overview. 

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February 5 - Your Guide to Advisor Connections:
Do you feel lost when it comes to advisor connections? This session will explain how advisor connections operate and discuss best practices on maintaining them. 

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February 12 - Budgeting in the Client Portal:
Offering a secure budgeting tool as a part of your services can set you apart from your competition when attracting the next generation of clients. This session will cover the ins and outs of our budgeting tool in the Client Portal. 

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February 19 - All About Investment Assumptions:
This session will help you understand investment assumptions and learn how to customize and update them globally or at the client level. 

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February 26 - Reflecting Accurate Taxes:
Tax season is here again! This session will define how eMoney handles taxes, how you can accurately reflect them for your clients, and how to use reports to check your work. 

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March 4 - Introducing the Client Portal:
Set your clients up for success with their personalized website. Tune in as we offer best practices on how to introduce the Client Portal to your clients. 

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March 11 - Understanding Real Estate in eMoney:
Do you want to better understand how real estate works within our platform? This session will educate you on everything from data entry to reporting. 

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March 18 - Prospecting Like a Pro:
Tune in and learn how to use eMoney's business development tools, like Lead Capture and Advisor Branded Marketing, to attract and retain clients. 

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March 25 - Capital Market Assumptions in eMoney:
Join us as we walk through how to build your own capital market assumptions, use an investment specialist for your firm, discuss when to update your assumptions, and more. 

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April 1 - Long Term Care and Disability Insurance Planning:
Learn how insurance planning in eMoney can give your clients peace of mind for their future by protecting the ones they love. 

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April 8 - Collaborating with Your Team in eMoney:
Discover best practices for working on shared clients and collaborating with eMoney users in your office. We'll cover features such as sharing rules, notes, tasks, alerts, and templates. 

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April 15 - Planning for the Perfect Presentation:
Presentation matters. Join us and learn how to prepare for the perfect client meeting using eMoney. 

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April 22 - Modeling Stock Options:
Learn how to accurately model stock options and best practices for presenting them to your clients. 

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April 29 - Telling a Story in Decision Center:
Check out how the new Decision Center cash flow overview can help you answer your clients' toughest question, "Where is my money coming from in retirement?"

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May 6 - Preparing for Initial Client Meetings:
Set your clients up for success and manage expectations in your initial client meeting. Tune in for best practices on how to structure your first meeting. 

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May 13 - Leveraging eMoney for You Mid-Year Reviews:
It's that time of year again! Learn what information to review with clients and how to build a consistent and comprehensive presentation template as we walk through the top reports to include in your mid-year review. 

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May 20 - Entering Annuities in eMoney:
Annuities can be complex–but inputting them into eMoney doesn't have to be! In this session, we'll explain how to efficiently enter your clients' data and check that it's functioning as intended. 

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May 27 - Understanding the  Client Portal as an Advisor:
In this session, we'll cover best practices for understanding the Client Portal. This will help enhance your client's experience and prepare you to answer their Client Portal questions. 

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June 3 - Social Security Planning in eMoney:
Learn how to use eMoney tools to complement your client conversations about Social Security planning. 

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June 10 - Get to Know Your eMoney Resources:
Learn how to maximize all the eMoney resources you have including the Knowledge Base, Client Site Resources, Request a Feature, the blog, and more. 

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June 17 - What is an API?:
In this session, we'll explain eMoney's API-based aggregation initiative. We'll cover which connections are currently APIs, upcoming transitions, and what this means for advisors and clients. 

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June 24 - Foundational Planning:
Learn how to become efficient at creating plans with our streamlined and interactive planning tool, Foundational Planning. 

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July 1 - Scenarios and Interactive Tools:
Learn the basics of building a scenario and how to apply and present it with interactive planning tools. 

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July 8 - Business Planning:
In this session, we'll demonstrate how to accurately input businesses in eMoney and how to use reports to check your work. 

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July 15 - Streamlines Client Onboarding:
In this session, we'll outline a simple process for onboarding new clients to the Client Portal. 

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July 22 - Getting Started with eMoney:
This session will walk you through a checklist highlighting the key steps to successfully onboard yourself onto the eMoney platform. 

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July 29 - Monte Carlo en eMoney:
In this session, we'll explain when to use Monte Carlo vs. straight-line projections and teach you how to explain it to your clients. 

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Webinars & Downloads

 

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Weekly Training Webinars

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Product Update Webinars

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Recorded Weekly Training Webinars

 

Custom Training

 


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Looking for more personalized training?

Design a customized in-person program to meet your training needs.

This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed. 

Design Your Program