Emoney Summit 2025. We’ll also discuss emerging trends for 2025, including the potential impact of the upcoming presidential election on the estate planning landscape. The virtual 2024 emoney summit will feature breakout sessions led by emoney experts from the training, financial planning, and marketing teams.
Join us at the 2024 emoney summit as we explore this intersection of human insight and digital innovation and uncover how you can deliver recommendations that resonate with your client’s. During the opening day of this year’s virtual emoney summit, panelists discussed how a focus on values and inclusion can lead advisors to more meaningful relationships with clients.