Broker Check
19 April
Get the most out of Emoney

Description

Learn how to use eMoney to build financial behaviors and reminders to support achieving your financial goals.  

Sterling Edge Financial Financial Planning clients receive access to eMoney, a secure online platform to organize all of your finances, track progress toward financial goals and share information securely with your advisor.

Learn how to:

  • Add information and accounts to eMoney that will help you see your entire financial picture in one place
  • Add documents and upload documents to the Vault
  • Find Financial Financial Planning reports and summaries
  • Track progress toward Specific Financial Goals
  • Set reminders and alerts



Date and Time

April 19 - April 20, 2021

1:00p - 1:30p CST

Location

Zoom

P1DT30M
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