RADNOR, PA — eMoney Advisor has unveiled the agenda for its 2025 eMoney Summit, a virtual conference for financial professionals set to run from October 20–22. This year’s event carries the theme “Tomorrow’s Planning, Today” in recognition of the company’s 25th anniversary and its role in shaping the evolution of financial planning.
The Summit will bring together eMoney leadership, industry experts, and prominent keynote speakers to highlight both the firm’s legacy and the future of advice-driven financial technology. Among the featured speakers are Carl Richards, author and creator of The New York Times “Sketch Guy” column; Dr. Michelle Rozen, a leadership and change management expert; and Michael Kitces, a leading researcher in financial planning productivity.
Susan McKenna, CEO of eMoney, will open the event with remarks reflecting on the company’s growth and its impact on the industry. Attendees will also hear from Matthew Schulte, head of financial planning and an original member of the eMoney team, who will moderate a discussion with longtime clients on how the practice of planning has evolved. Tom Sullivan, head of product, will outline the firm’s strategic roadmap, focusing on intelligence, advisor-centric tools, and a more connected platform designed to strengthen client engagement.
The conference will feature more than 21 sessions approved by the CFP Board, offering up to 24 continuing education credits — the largest number ever offered at an eMoney Summit. Breakout sessions, one-on-one coaching opportunities, and panel discussions with industry leaders will provide attendees with practical insights and networking opportunities.
Rachel Eccles, head of marketing at eMoney, emphasized that this year’s milestone event aims to blend reflection with forward-looking strategies. “This year’s event fuses the evolution of planning with the future of advice, brought to life through exciting keynotes, client storytelling, executive insights, product previews, and endless learning opportunities,” Eccles said.
With an estimated 1,300 registrants, participants will also have access to the Networking Lounge, peer discussions, and the eMoney Experience — a virtual space for exploring the company’s latest products and services.
The 2025 eMoney Summit is supported by sponsors including Fidelity Investments, Allianz, Flourish, Vanilla, Wealth.com, and Zocks.
Organizers note that this year’s event, combining high-profile speakers with eMoney’s anniversary celebration, is designed to offer both veteran users and newcomers a comprehensive look at the present and future of financial planning.
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