|Event Date||Mon Oct 25 EDT - Wed Oct 27 EDT (in 6 days)|
Financial professionals who focus on planning with purpose—a purpose authentic to them and meaningful to their clients—will leverage technology to scale planning tasks so they can spend their time delivering the expertise and insight that only they can provide.
In a time when consumers are demanding personalization and representing an extremely diverse range of generational needs, financial professionals are reexamining their own practices and points of differentiation to find and effectively serve their ideal target clients.
Why You Should Attend:
• Application Training
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.
• Inspirational Speakers
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.
• Continued Education
We make it easy for you to meet your continuing education requirements and stay at the forefront of financial planning and innovation.
Storyteller, Podcaster, Former Monk
• Fidelity Investments
• Charles Schwab
• Black Diamond