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Webinar: eMoney Client Website Overview

Webinar: eMoney Client Website Overview

Wednesday, April 23 | 1:00-2:00pm 

eMoney Webinar Header Image

Join us as we provide an overview of how to use your personal eMoney client website.

Topics Include:

  • Homepage Review
  • Edit your Settings and set up Two-Factor Authentication
  • How to add or remove your personal account Connections
  • How to view Cash Flow Reports, Net Worth Statements and Shakespeare Quarterly Reports
  • How to upload confidential documents to your Vault
  • And more!

Presented By: Eric Murphy, eMoney Account Manager 

Hosted By: Ryan Rink, CFP®, EA, ChFC®, CLTC®

 

Join us via Zoom at our scheduled start time using the link below:

https://us02web.zoom.us/j/87204492906?pwd=L7GsiNlcsOYK0Eu1WNTZvlQQpEyk24.1

Meeting ID: 872 0449 2906
Passcode: 061157

 

 




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