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emoney-webinars-training-icon-new  Master Series Webinars

Upcoming Sessions:

For intermediate to advanced users, join us weekly to deepen your knowledge of the platform and uncover best practices. For previously recorded webinars please visit our Recorded Weekly Training Webinars page. 


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 in 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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Core Concepts Series Webinars

 

 

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Recorded Weekly Training Webinars

 

 

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Product Update 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