eMoney Advisor Unveils Agenda for 2025 Summit Celebrating 25 Years of Innovation

eMoney Advisor Announces Agenda for 2025 Summit: Celebrating 25 Years of Innovation

In the landscape of financial planning technology, few names resonate as strongly as eMoney Advisor. Marking a significant milestone, eMoney, a premier provider of financial technology solutions, is poised to celebrate its 25th anniversary with a grand virtual event known as the 2025 eMoney Summit. Scheduled for October 20-22, 2025, this year’s Summit unfolds under the compelling theme of "Tomorrow's Planning, Today." This theme encapsulates eMoney's commitment to pioneering advancements in the financial services sector, highlighting their enduring impact on financial planning.

Rachel Eccles, eMoney's head of marketing, expressed enthusiasm about the upcoming event, stating, "We're excited to celebrate eMoney's silver anniversary with our amazing clients during this year's Summit." The agenda promises to blend rich historical narratives with visionary insights, showcasing the intersection of financial technology and genuine human connection.

As financial planning enters a transformative phase, attendees of the Summit will be treated to an array of engaging sessions led by a lineup of distinguished speakers. They will explore how innovation, combined with a human-centered approach, is redefining the field. Among the highlights will be opening remarks from Susan McKenna, eMoney's CEO, who will reflect on the company’s journey and its commitment to supporting both clients and advisors.

Matthew Schulte, a founding member of eMoney, will dive into an engaging discussion with veteran clients, sharing stories that showcase the evolution of financial planning and the pivotal role eMoney plays in meeting contemporary client needs.

Furthermore, attendees are in for a treat with appearances from notable figures such as Carl Richards, a visual artist and author. Richards is known for demystifying complex financial topics through his renowned "Sketch Guy" column. His session promises to blend art with emotional storytelling, offering attendees the tools to foster crucial conversations about money.

Dr. Michelle Rozen, an expert in human behavior, will bring her CHANGE model to the stage, empowering participants with actionable strategies for thriving through transformation. Furthermore, Michael Kitces, a respected authority in financial planning research, will present insights on productivity within advice-centric firms, emphasizing the importance of face-to-face interactions and advisor confidence.

Panel discussions will feature industry heavyweights including Gregory Furer, CFP®, and Patti Brennan, CFP®, ensuring a rich exchange of ideas that reflects the latest trends and challenges in financial advisory services. With expectations of 1,300 registrants, the Summit will provide a diverse platform for knowledge-sharing across 21 sessions, offering up to 24 continuing education credits approved by the CFP Board.

In addition to keynote insights, participants will have the chance to engage in one-on-one coaching, attend hands-on learning labs, and network with peers in a dedicated Networking Lounge to exchange valuable ideas. The immersive eMoney Experience will allow for deeper insight into the products and services that have made eMoney a trusted partner for financial professionals nationwide.

As Eccles aptly concluded, "We know our attendees' time is valuable, and we are committed to elevating the Summit experience year-over-year. Dynamic speakers and inspiring content paired with our 25th anniversary celebration makes the 2025 Summit an event our clients will not want to miss." Sponsored by major players such as Fidelity Investments and Allianz, this event aims to be an unforgettable experience in the evolving world of financial planning.

For those interested in attending, summer pricing is available until September 24th. More details regarding the full agenda and registration can be accessed on the eMoney website at emoneyadvisor.com/summit/. Discover the latest in financial technology and planning strategies at this remarkable 25th-anniversary celebration!