eMoney Advisor Announces Agenda for 2026 Summit on Financial Planning Innovation
eMoney Advisor has announced the agenda for its upcoming virtual eMoney Summit in October 2026, themed 'Powering What's Possible.' The three-day event will focus on helping financial advisors leverage planning, data, and technology to manage complexity and deliver personalized client experiences. Over 1,300 professionals from various sectors are expected to attend the summit, which includes educational sessions covering advanced planning strategies, retirement, estate planning, tax planning, insurance, equity compensation, and more. The agenda features mainstage discussions on the future of financial advice, product roadmaps, client experiences, and insights into artificial intelligence. eMoney CEO Susan McKenna will open with a keynote addressing how technology supports advisors in evolving markets. The event also includes sessions led by top clients sharing practical strategies for adapting to change while maintaining trust. Keynote speakers include Neil Pasricha on human potential and Zack Kass on the future of AI, offering both emotional resilience insights and technological perspectives.
Topics: advisory services financial planning technology in finance