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Life@eMoney Newsletter

Think of the life@eMoney newsletter as your weekly highlight reel.
Every Friday, we send out a roundup of what’s happening across the org – People Experience announcements and reminders, product updates, upcoming events, company news, employee stories, and other feel-good moments!
Got something worth celebrating or sharing? Send it our way! Wins, team moments, personal milestones – we’re here for all of it.
Email CorpComms@emoneyadvisor.com by 5 p.m. ET on Tuesday to make that week’s edition (and honestly, the earlier the better).
You’ll find most of the content included week-to-week right here on the life@eMoney Intranet, and you check out recent editions in the archive below.
  • July 2026

    July 10

    • Confirm Your Home Address in ADP
    • Sign Up for Paint Night by July 13
    • Policy Signoffs Are Due July 31
    • July DIG Leadercamps
    • Double Your Charitable Giving in July
    • Make the Most of Your Benefits
    • Take the August Gaming Sessions Survey
    • ‘No Internal Meeting Fridays’ Will Return in August

    July 2

    • Supporting Venezuela
    • June Sales Highlights
    • Our New Recruiting Platform: Greenhouse
    • Virtual Paint Night on July 29
    • Policy Signoffs Are Due July 31
  • June 2026

    June 26

    • Growth Week Recap
    • Summary of Features Released: June 2026
    • News & Buzz: AI Insights and More
    • Make a New Connection with Random Coffee
    • Open Enrollment Closes July 1
    • Welcome to the Team

    June 18

    • Open Enrollment Is Underway
    • Q2 Movers & Shakers
    • Double Your Impact in June
    • Pride Month Spotlight: Charles Thompson-Wang
    • DIG Leadercamp: High Performing Habits
    • Make a New Connection with Random Coffee
    • Q3 Fidelity FinFit Workshops
    • May SwagTag Winner

    June 12

    • Mid-Year Reviews: Employee Comments Due Today
    • Open Enrollment Starts June 17
    • Double Your Impact in June
    • Using VTO to Give Back
    • June CE Webinar Replay
    • Pride Month Spotlight: Grayce Turnbach
    • Make a New Connection with Random Coffee

    June 5

    • Mid-Year Reviews: Employee Comments Due June 12
    • Double Your Impact: 2-for-1 Workplace Giving Match Happening in June
    • May Sales Highlights
    • eMoney Named Wealth Management Awards Finalist in Three Categories
    • Learn From Your Coworkers During Growth Week
    • Welcome Our New Executive Assistant, Brittany McCarthy
  • May 2026

    May 29

    • Product Roadmap and Vision Event Replay
    • Extra Life Gaming Marathon Returns
    • Mid-Year Reviews Begin Monday, June 1
    • May Product Update Newsletter
    • CE Content and Archives Now Available
    • News and Buzz: Connor Sung featured in InvestmentNews

    May 22

    • Volunteer Locally and Connect with Coworkers
    • eMoney Recognized for Digital Accessibility Leadership
    • Save the Date: Open Enrollment is Coming
    • Summary of Features Releasing: May
    • Asian American and Pacific Islander Employee Spotlight: Maya Verma
    • Employee Discount Program: LifeMart
    • Final Call for the May CLT Office Hours

    May 15

    • Workplace Giving Spotlight: Jeannie McGill (The Philanthropy Connection)
    • Add the Summit Email Signature to Outlook
    • Life@eMoney Newsletter Archives
    • April Sales Highlights
    • Last Call! Building Our Culture Together Pulse Survey Closes Today
    • Welcome This Week’s New Hires

    May 8

    • DIG Platform Refresh and Mid-Year Reviews
    • Building Our Culture Together Pulse Survey
    • Asian American and Pacific Islander Heritage Spotlight: Connor Sung
    • Nick DiLisi’s News: AI in Action
    • Chat with Leadership on May 28
    • SwagTag Photo Challenge Continues
    • Global Deep Breath Event: May 13

    May 1

    • April Product Update Newsletter
    • May Is Mental Health Awareness Month
    • Recording Internal Meetings Guide
    • Powering What’s Possible: 2026 eMoney Summit Is Coming
    • News & Buzz: Why Great Advisors Still Get Buried by Bad Tech
    • Pull Up a Virtual Chair with Leadership
    • SwagTag Photo Challenge Starts Today
    • Welcome New Team Members
  • April 2026

    April 24 

    • April Town Hall Recap
    • Building Our Culture Together: Pulse Survey
    • Get Facetime with Leadership on May 28
    • SwagTag Challenge Starts Next Week
    • Product Roadmap & Vision Session: May 27
    • Summary of Features Releasing: April
    • News & Buzz: Advisor Recruitment

    April 17

    • Social Bytes: April Deadline Approaching
    • Building Our Culture Together: Pulse Survey
    • Last Chance to Weigh In on Growth Week
    • News & Buzz: Enhanced Foundational Planning
    • New Hires This Week

    April 10

    • March Sales Highlights
    • Skillsoft Leadercamp:
    • Lunch Is On Us (Sign Up for Social Bytes by April 20)
    • SwagTag Photo Challenge Kicks Off May 1
    • News & Buzz: InvestmentNews Media Mention
    • Help Us Plan Growth Week (June 22-26)

    April 3

    • Q1 Promotions and Transfers
    • News & Buzz: Premium Client Portal Enhanced Branding Updates
    • Help Us Plan Growth Week 2026
    • Becoming Irreplaceable in the Age of AI
    • Meet Doug Cooper, eMoney’s Learning & Development Manager
    • Don’t Miss Out: Grow a Sunflower
    • Welcome This Week’s New Hires