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eMoney Tip of the Week for Advisors 

These are eMoney tip of the Week Video series to help educate and empower financial planners in the eMoney Advanced Planning software so they can do more planning for more clients and impact more lives.


  • eMoney Tip of the Week #1 Expense Worksheet.

  • eMoney Tip of the Week #2 Scenarios.

  • eMoney Tip of the Week #3 Premature Death Scenarios.

  • eMoney Tip of the Week #4 Renaming advanced techniques.

  • eMoney Tip of the Week #5 Numbering your advanced techniques.

  • eMoney Tip of the Week #6 Inputting Social Security.

  • eMoney Tip of the Week #7 Presenting Social Security.

  • eMoney Tip of the Week #8 Techniques vs Advanced Techniques.

  • eMoney Tip of the Week #9 Beneficiary Reviews.

  • eMoney Tip of the Week #10 Adding Beneficiaries to Non-Qualified Accounts.

  • eMoney Tip of the Week #11 How to Use Go To Presentation.

  • eMoney Tip of the Week #12 Observations and Next Steps.

  • eMoney Tip of the Week #13 Using Next Steps.

  • eMoney Tip of the Week #14 Base Facts.

  • eMoney Tip of the Week #15 Financial Priorities.


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    Waddell & Reed is not affiliated with eMoney.  (06/21)