Tim Konrad (Manager, Advisor Sales) and Michelle Riiska (Financial Planning Services Consultant) will be in Atlanta attending the XYPN Live conference from Sept. 18-21.

Rachel Davidson (Senior Relationship Manager) and Patrick Matlick (Senior Financial Planning Services Consultant) will be representing eMoney at the Cambridge Ignite conference in Orlando from Sept. 20-22.

Katheryn Valdez Sanchez  (Account Manager) and  Joe Buhrmann (Senior Financial Planning Practice Management Consultant) will be in Kokomo, IN (not to be confused with The Beach Boys song) on from Sept. 20-22.

Katheryn Valdez Sanchez  (Account Manager) and Madeline McAleer (Senior Financial Planning Services Consultant) are heading to Sin City for the Sanctuary Oasis event from Sept. 26-28.

The TFA Exchange in Las Vegas, NV has 7 eMoney representatives headed their way from Sept. 26-28. See who's attending below! Monica Ruelas (Senior Enterprise Sales Manager) Connor Sung (Director, Practice Management) Jordan Loomis (Account Manager) Maureen Carnakie-Baker (Senior Program Manager) Brett Tharp (Advisory Training Specialist) Lisamarie Roberto (Senior Relationship Manager) Ania Iguitian (Senior Client […]

Jeff DiGiovanni (Inside Sales Manager Named Accounts) and Michelle Riiska (Financial Planning Services Consultant) are heading south for the SPS Family Vision Conference in Austin, TX.

Melinda Etheridge (Relationship Manager), Chris Mauriello (Financial Planning Practice Management Consultant), & Val Samansky (Demand Generation Marketing Manager) will be in Nashville

Justin Houchens (Sr. Advisory Enterprise Sales Manager), Salman Siddique (Sr. Sales Development Representative), and Lucas Flavin (Sr. Client Support Specialist) will be in Nashville Oct. 8-10.

Hank Cassa (Sr. Account Manager) and Brandon Heid (Sr. Financial Planning Practice Management Consultant) are heading to the Grand Canyon state from Oct. 18-20.

Paul Veira (Senior Advisory Enterprise Sales Manager) will be in Kentucky attending the NAPFA conference from Oct. 18-21.