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11 May
Get the most out of Emoney - May 2021

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

Tue, May 11, 2021

7:30p - 8:00p CST

Location

Zoom

PT30M
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