
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:
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