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.
Note: Leading with Purpose is a mandatory five-part course designed for leaders to learn, inspire, and motivate others to achieve results. In order to receive full credit for this course, managers must attend all five mandatory sessions (just once). Any manager who did not complete all five parts can register for the outstanding sessions in […]
Increase your financial confidence and conquer your financial stress and anxiety by taking action and implementing proactive strategies. Our FPG team is here to support and equip you with the tools and knowledge necessary to navigate your financial landscape successfully. Zoom link: https://emoneyadvisor.zoom.us/j/95001048606?pwd=bStZYi82Mjh0aTVsRERSQUVEZldIQT09 For those in Client Support, please submit your request directly to wfm@emoneyadvisor.com […]
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 […]
Note: Leading with Purpose is a mandatory five-part course designed for leaders to learn, inspire, and motivate others to achieve results. In order to receive full credit for this course, managers must attend all five mandatory sessions (just once). Any manager who did not complete all five parts can register for the outstanding sessions in […]
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
Note: Leading with Purpose is a mandatory five-part course designed for leaders to learn, inspire, and motivate others to achieve results. In order to receive full credit for this course, managers must attend all five mandatory sessions (just once). Any manager who did not complete all five parts can register for the outstanding sessions in […]
Agenda items will include a sales performance update (Q2 &Q3), Q2 financials and Q3 forecast, product roadmap and modernization update, and a Radnor office update. Feel free to submit your questions in advance using this form and we’ll do our best to incorporate your questions into the agenda and/or answer them live. Zoom link: https://emoneyadvisor.zoom.us/j/94181607877?pwd=Vm90a0dmNkQ3MTg3VVltaStLT2pvUT09 […]
The entire CLT is excited to welcome another group of employees in October for the next CLT Office Hours. These sessions are a great way to meet others from the org, connect with members from the leadership team in a casual environment, foster a sense of community, and have your questions answered. Since we started […]
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.
