ESI Partner eMoney: Enhancing the Value of Financial Planning Webinar

All times are Eastern Standard Time. Please be sure to join a few minutes prior to your scheduled webinar.

We are excited to announce a new monthly webinar series hosted by eMoney, designed to help financial advisors unlock the full potential of financial planning in their practices. This series will dive into the value of financial planning, explore integration strategies, and showcase insightful case studies.

Each session will provide actionable ideas on how to enhance your advisory services through comprehensive financial planning, while highlighting real-world examples of successful implementations. Whether you’re looking to deepen client relationships or streamline your practice, this series will offer valuable tips and strategies.

Join us for the upcoming session with Larry Romano, Account Manager for eMoney as he goes over the pricing schedule for the various eMoney tiers. Then we have Steve Levis, SVP of Financial Planning as he goes over a live demo of eMoney’s advanced planning tools for more complex financial planning concepts!