eMoney Advisor Announces Agenda for 12th Summit Inspired by 25th Anniversary
— In celebration of its 25th anniversary, eMoney introduces this year's Summit theme, “Tomorrow's Planning, Today,” highlighting its fintech leadership and ongoing impact on the future of financial planning — The virtual event will feature keynote speakers Carl Richards and Dr. Michelle Rozen, industry expert Michael Kitces, eMoney leadership, CE-eligible breakout sessions, one-on-one coaching, and […]