We’re hosting a special live webinar designed to help you feel more confident, empowered, and in control of your financial journey.

Join Randall as he walks you through the eMoney Client Portal—your all-in-one financial hub. Whether you're new to the platform or just want to sharpen your skills, this session will help you get the most out of your tools.

Here’s what we’ll cover:

• How to navigate your client portal: Learn where everything lives—and how to use it to prep for meetings with ease.
• New features worth exploring: From goal tracking to the Explore page, we’ll show you how to keep your financial plan at your fingertips.
  The eMoney mobile app: Yes, you can manage your finances from your phone. We’ll show you how to do it with just a few taps.
  ...And more!

This webinar is all about YOU. Bring your questions, we’ll make sure they’re covered. If there’s anything specific you’d like Randall to address, send us a quick email before the session.