Posted: July 1, 2019

eMoney Training Session

Blue Rock Dravo Bay

Todd and James attended an Advanced Financial Planning Training Session for Expert Users at the eMoney headquarters in Radnor Pennsylvania on Wednesday, June 26. The day long seminar was led by the top 4 trainers at eMoney and provided insight on how to better utilize the financial planning software for clients. There were many ideas discussed and they are looking forward to implementing some of these items in future client meetings.

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