RADNOR, PA — eMoney Advisor expects more than 1,300 financial professionals to attend its three-day virtual Summit beginning Oct. 19, using the event to address how financial-planning firms are incorporating artificial intelligence, connected data and workflow technology while managing rising client expectations.
The Oct. 19-21 event will bring together professionals from registered investment advisers, broker-dealers, banks and insurance firms. Now in its 13th year, the Summit will include more than 20 educational sessions and offer attendees up to 15 CFP continuing education credits, pending CFP Board approval.
Programming will cover retirement and Social Security planning, estate and trust planning, taxes, insurance, equity compensation, client engagement, workflow efficiency and use of eMoney’s platform.
Artificial intelligence and the changing role of technology in financial advice will be among the event’s central themes.
Zack Kass, a global AI adviser, author and former head of go-to-market at OpenAI, will deliver a keynote examining how artificial intelligence may reshape industries, organizations and work.
A separate client panel will examine how three eMoney clients are evaluating AI, responding to changing client expectations, connecting workflows with data and balancing business growth with personal relationships. Connor Sung, eMoney’s director of practice management, will moderate.
“Advisors are being asked to do more while navigating faster change, greater complexity and rising client expectations,” eMoney marketing chief Rachel Eccles stated. “Summit is designed to make that change feel actionable.”
Chief Executive Officer Susan McKenna will open the Summit with a discussion of changes in financial advice, technology’s role in supporting advisers and eMoney’s recent product activity.
Head of Product Tom Sullivan and Chad Porche, senior vice president of product management, will present the company’s product strategy and roadmap, including its work around connected data, workflows and advanced planning capabilities.
The educational program will offer foundational and advanced sessions covering eMoney’s Decision Center and CoPlanner, equity-compensation planning, client portals, the company’s tax engine, Monte Carlo analysis, Social Security, legacy planning, insurance and annuities.
Case studies and platform sessions will focus on building financial plans, structuring client meetings and connecting tools across a firm’s technology systems.
Author Neil Pasricha will deliver another keynote focused on resilience, productivity and the role of happiness, gratitude and optimism in demanding work environments.
For the first time, the Summit will also include an interactive question-and-answer networking session with financial-planning industry commentator Michael Kitces covering planning, practice management and career development.
Attendees will be able to schedule consultations with eMoney personnel, participate in sponsor sessions and interact with peers and technology providers through a virtual exhibit hall.
Summer pricing is available through Sept. 22. The full agenda and registration information are available at www.emoneyadvisor.com/summit.
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