Summit is our annual flagship event that is designed to help advisors get more out of eMoney – whether they’re just getting started or looking to take their expertise to the next level. From product insights to hands-on training, it’s all about driving adoption, deeper engagement, and real impact for their business.
Dates: Monday, October 19 – Wednesday, October 21
Location: Virtual
What attendees can expect:
Exclusive look at eMoney’s product roadmap and long-term vision
Practical strategies to increase technology adoption and platform usage
Insights from industry thought leaders and inspiring keynote speakers
Training opportunities for every level of eMoney experience
Continuing education opportunities, including up to 15 CE credits
Free one-on-one custom eMoney training sessions
Numerousbreakout sessions covering a range of topics
Theme
Powering What’s Possible
Financial advisors play a powerful role in helping clients move forward with clarity and confidence, whether their clients are just getting started, navigating life’s changes, or planning for long-term security. Through thoughtful, trust-building collaborative planning, advisors guide better decisions and stronger financial outcomes. Advisors are essential, and by empowering them with solutions that reduce complexity, strengthen relationships, and expand access to advice, eMoney enables them to focus on what matters most: helping their clients plan for a secure financial future.
BigMarker/Virtual Experience – Jennifer Owens & Amos Williams
Product Experience – Joseph Pearson & Megan Thompson
Sponsorships – Elizabeth Bonvetti
Client Emails/Communications/Discounts/Registration – Allison Livingston, Virgina Busniuk and Brynn De Garavilla
1:1 Sessions – Michele Bailey
Content – Moira Bishop
Research – Linda Sikora
Public Relations – Joanna Armandi
General – Jennifer Owens
Pricing: See pricing information below or click the Pricing link at the top of the page.
Email Signature and Marketing Templates
Summit Email Signature
Add the Summit signature to your emails – especially those with clients and prospects – to help promote Summit and drive awareness in your day-to-day communications!
Replace the placeholder information with your own:
Name
Job title
Phone number
Once updated, highlight the entire table and copy it.
Open the desktop version of Outlook and select New Email.
In the top menu, click Signature > Signatures.
Select New, name the signature (example: “Summit 2026”), and click OK.
Paste the copied signature into the signature editor
Under the Choose default signature section, set the following options for your signature:
New messages: Select Summit 2026 (or whatever you named your signature)
Replies/forwards: You can select Summit 2026 for your signature to be added automatically when you reply to or forward messages. Otherwise, accept the default option of (none).
Click Save or OK to finish.
Your new Summit signature is now ready to use in Outlook!
Summit PowerPoint Templates
Promo Slide for Client-facing Teams(Coming soon!)
If you’re presenting to clients or prospects, be sure to include the promo slide to help promote Summit!
Social Media Promotion
Help us build the buzz!
Check out the latest Summit social posts – ready for you to share directly with your network and help build excitement around the event.
This section provides an overview of our featured keynote speakers and what they’ll be covering at Summit to help you speak to the value of Summit and generate interest with clients and prospects.
Designed to help advisors power what’s possible from the ground up, these sessions are ideal for newer eMoney users or those revisiting the basics. Users will explore how to:
Build efficient, repeatable planning workflows
Strengthen core skills across the platform
Apply best practices that support long-term success
Advanced Strategies
For advisors ready to push the boundaries of what’s possible, these sessions are designed for experienced users looking to deepen their impact. Users will explore how to:
Navigate complex client scenarios with confidence
Apply advanced planning techniques across key domains
Unlock greater eMoney value from eMoney’s capabilities
Client Communications
This section includes previews of how we’ll be communicating externally about this year’s Summit.
Note: Topics may change, but the key takeaway is that we’ll be consistently promoting and communicating about Summit with clients each month leading up to the event.
Summit Highlight: Previously popular sessions/breakouts
August
Keynote speakers
Continuing Education (CE) credits
1:1 training opportunities
Common objections (Part II)
September
Personal experiences
Leadership highlights
Summer pricing
October
1:1 training reminder
Final day to register
Common objections (Part III)
Pricing Details
Individual Ticket Pricing
Promo Period
Date Range
$ Amount
Early Bird Pricing
May 12 – July 10 Note: We’re only promoting Early Bird pricing through June 26. Please do not reference the July 10 deadline externally until after June 26.
$465
Summer Pricing
July 11 – September 22
$515
Full Price
September 23 – Reg close
$565
Firm Pricing (Begins at 10+ seats)
Firm Pricing Tier
Seat Range
$ / Seat
NEW: 10 Seats
10-24
$299
25 Seats
25-49
$210
50 Seats
50-74
$200
75 Seats
75-99
$190
100 Seats
100-149
$185
150 Seats
150+
$175
If someone is interested in Firm Registration, please contact advisorsummit@emoneyadvisor.com, and the team will follow up with next steps on how to register the firm.
Frequently Asked Questions (FAQs)
FOR EXTERNAL USE
Need quick answers? This section includes approved FAQs you can use to respond quickly and confidently in client-facing conversations.
When will the 2026 eMoney Summit event take place?
Monday, October 19 – Wednesday, October 21, 2026
Is the 2026 eMoney Summit being held virtually?
Yes! We’ve found that holding the Summit virtually expands the opportunity for attendance and enables greater flexibility for our attendees.
When will registration open for the event?
Registration is now open. Click here to register!
What is the cost to attend?
The full ticket price to attend Summit is $565. However, we are offering early bird pricing through June 21 at $465. Following this promo period, summer pricing at a rate of $515 will begin and run through September 24 after which it will rise to the full ticket price of $565.
Are there any discounts available if registering a firm with 10+ people?
Payment is required to complete your registration and can be made using all major credit cards via our secure payment processing site. Please contact us at advisorsummit@emoneyadvisor.com if this is an issue for your firm.
What’s included in the registration?
Registration gives you full access to all three days of the virtual eMoney Summit and includes:
Access to mainstage sessions, breakouts, panel discussions, and other event activities
One individual training session with an eMoney expert for each registrant
Access to recorded presentations and materials after the event (for a limited time)
Where can I find the schedule for the 2026 eMoney Summit?
When the schedule is available, it will be posted in the Schedule tab where you can learn more about our general sessions, CE-eligible breakout topics, keynotes, and more. Be sure to check back, as we’ll release new information on speakers and sessions as we get closer to the event. Keynote speakers, panel discussions, and networking opportunities for attendees will all be included in the online event.
Will I have opportunities to interact with expert eMoney trainers and CFP professionals?
Yes! The virtual 2026 eMoney Summit will feature breakout sessions led by eMoney experts from the Training, Financial Planning, and Marketing teams.
You’ll also have the opportunity to schedule a one-on-one session to cover any eMoney topics you need support on.
Will I be able to access the content on-demand?
Yes! You can live stream the event or view sessions on-demand.
Note: To receive Continuing Education credits, you must attend the live online session. The availability of presentation recordings is dependent on speaker approval.
Will I have the opportunity to ask questions during sessions?
Yes! You will have the opportunity to interact and chat your questions to presenters throughout the event.
How do I collect Continuing Education (CE) credits?
During registration, make sure to complete the question, What is your CFP Board ID?, with that information, we can report your credits to the CFP Board on your behalf. Once the session has ended, you will be able to download your CE certificate.
Note: You will need to be online for the entire session to receive credit. Our Financial Planning team will reach out to you 1-2 weeks post-Summit to confirm that your CE credits were submitted.
How many Continuing Education credits can I earn?
By attending a different breakout at each time slot offered, attendees can earn up to 15 CFP® CE credits (pending approval), including two credits for attending the CFP Board of Ethics two-hour presentation.
Note: Attendees must be present for the entirety of the presentation to be eligible for CE credit.
What designations qualify for Continuing Education?
This page provides a complete list of other designations (beyond that of CFP® professional) that qualify for CE credits.
Do I need to stay for the entire live session to receive my CE credits?
Yes — to receive credits, you must arrive to the live session promptly on time and stay for the entirety of the session.
What if I am unable to attend all the days of the event?
That’s okay! Registration includes access to recorded presentations and materials after the event so you can catch up on our educational content when it works for you. However, to obtain CE credits, you must attend the sessions live.
What is the cancellation policy?
While we’d hate to see you cancel, we understand that life sometimes throws you a curve ball. Check out our Terms and Conditions for full details. Please note: The last day to cancel and receive a refund is August 31. You must contact eMoney by email at advisorsummit@emoneyadvisor.com to cancel.
I’m unable to attend but would like to learn more about future events.
Visit our Events Page to stay up-to-date on future events and webinar opportunities. And be sure to watch for our emails, which often include exclusive notices of our sponsored events and webinars.
