Live Demo for Clients...
3 Ways eMoney Is Designed to Enhance Your Financial Outcomes
And How to Easily Set up the Most Beneficial Features, Step by Step
(Join from any computer, tablet, or smartphone.)
Select a Date and Time that Works for You
Wednesday Evening
June 10th, 6:00 p.m.
Thursday Morning
June 11th, 9:30 a.m.
In This Live eMoney Demo, You Will Learn:
- Easy-to-follow instructions to set up three highly beneficial features
- How an organized, real-time Net Worth Statement simplifies your financial life
- How to view the Investment & Asset Allocation Reports that holistically analyze all of your accounts and enable Reby Advisors to review your total strategy
- How to customize the experience with Goals Tracking to add, adjust, and measure progress towards the goals that matter most to you
- How eMoney enhances review meetings and enables you to get more timely advice