The eMoney Summit 2017 | eMoney Advisor, LLC | 2...

Venue

Scottsdale Arizona

Scottsdale Arizona, Scottsdale Arizona

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Event Date	Mon Sep 25 EDT - Wed Sep 27 EDT (about 7 years ago)
Location	Scottsdale Arizona Scottsdale Arizona
Region	Americas

Details

The Summit has a packed agenda this year and is expected to draw more than 600 attendees, feature multiple keynote speakers, host 75 sessions and provide 22 hours of training. A few speakers you can plan on hearing from, which include some of eMoney’s power users, are below: Michael Kitces, Industry Expert Pete Souza, the former White House Chief Official Photographer Jeff Kleintop, Schwab’s Chief Global Investment Strategist Jeff Bush, an insightful speaker of the Washington Update Mike Durbin, Head of Fidelity Institutional Product Ron Carson, Founder and CEO of Carson Group Holdings…

Speakers

2017 Past Speakers

Michael Kitces, Industry Expert
Pete Souza, the former White House Chief Official Photographer
Jeff Kleintop, Schwab’s Chief Global Investment Strategist
Jeff Bush, an insightful speaker of the Washington Update
Mike Durbin, Head of Fidelity Institutional Product
Ron Carson, Founder and CEO of Carson Group Holdings
Clara Shih, CEO of Hearsay

Sponsors & Partners

2017 Sponsors

Carson Group
Envestnet
Envestnet Tamarac
Fidelity
Folio Dynamix
FMeX
Harvest
Hidden Levers
Orion
Red Tail
riskalyze
Black Diamond
Advisor World
Schwab Intelligent Technologies
Addeepar
Finlife Partners
FP Tansitions
Workplace Wealth
TD Ameritrade
Morning Star
Wealthbox CRM
Laserfiche
Vestmark
Brinker Capital
twenty over ten