Three-day virtual event will bring together financial planning leaders, practical education, product
innovation and peer perspectives to help advisors turn change into opportunity

RADNOR, Pa., Sept. 8, 2026 /PRNewswire/ — eMoney Advisor (“eMoney”), a leading provider of technology solutions and services that help people talk about money, today announced the agenda for the 2026 eMoney Summit, taking place virtually Oct. 19-21, 2026.

Now in its 13th year, the Summit is expected to bring together more than 1,300 financial professionals from registered investment advisers, broker-dealers, banks and insurance firms. Through the theme “Powering What’s Possible,” the event will explore how advisors can use planning, data and technology to manage complexity and deliver connected, personal client experiences centered in human judgment and trust.

Across three days, attendees can build an experience around their roles, business priorities and eMoney expertise. The agenda offers mainstage perspectives on the future of advice and more than 20 educational sessions focused on real-world applications. Topics include advanced planning strategies, retirement, Social Security, estate and trust planning, tax planning, insurance, equity compensation, client engagement, workflow efficiency and platform best practices. Attendees can earn up to 15 CFP® continuing education credits, pending CFP Board approval, including ethics programming.

“Advisors are being asked to do more while navigating faster change, greater complexity and rising client expectations,” said Rachel Eccles, head of marketing at eMoney. “Summit is designed to make that change feel actionable. Attendees will hear big ideas about where the profession is headed, but they will also leave with practical strategies they can use to create capacity, strengthen relationships and deliver more meaningful planning experiences.”

Mainstage Perspectives: Technology, Trust and Human Potential

eMoney CEO Susan McKenna will open Summit with a look at what it means to power what’s possible for advisors, clients and the future of financial planning. Her remarks will address the evolving advice landscape, the role of technology in supporting advisors and eMoney’s recent product momentum.

Tom Sullivan, head of product, and Chad Porche, senior vice president of product management, will share eMoney’s product vision and roadmap. Their session will explore how connected data, intelligent workflows and advanced planning capabilities can help firms deliver personalized advice at scale, reduce friction and bring greater insights into the tools and processes advisors use every day.

A client panel moderated by Connor Sung, director of practice management at eMoney, will bring the conversation from vision to practice. Three top eMoney clients will discuss how their very different firms are responding to changing client expectations, evaluating artificial intelligence, improving adoption, connecting workflows to data and balancing growth with the trust and personal relationships clients value. The discussion is designed to give attendees candid perspectives and practical lessons from peers navigating similar opportunities and challenges.

The mainstage will also feature two keynote speakers who will help attendees consider change from complementary perspectives:

• Neil Pasricha, bestselling author and expert on happiness and human potential, will draw on research and storytelling to explore how cultivating happiness, gratitude, and optimism, makes us more resilient, productive, creative, and ultimately more successful. His session will offer a human-centered counterpoint to the event’s technology conversations and practical ideas for sustaining energy and perspective in demanding environments.
• Zack Kass, global artificial intelligence advisor, bestselling author and former head of go-to-market at OpenAI, will present “The Next RenAIssance.” Kass will share a positive, practical view of how artificial intelligence may reshape industries, organizations, work and daily life, while helping attendees understand how to participate thoughtfully in an AI-powered future and expand human potential.

Education Designed for Immediate Application

Breakout programming is split between foundational and advanced strategy, so attendees can choose sessions that match their experience and goals. Sessions will include guidance on using Decision Center and CoPlanner to drive planning outcomes, turning equity compensation into better planning conversations, building a client portal that strengthens relationships, exploring the eMoney tax engine, applying Monte Carlo analysis, planning for Social Security, establishing and preserving legacies and using insurance and annuity capabilities more effectively.

Case studies and platform-focused sessions will connect concepts to the work advisors do every day, from building comprehensive plans to designing more consistent client meetings to understanding how tools work together across a firm’s technology ecosystem.

More Ways to Learn, Connect and Explore

For the first time this year, attendees can join an interactive “Ask Me Anything” networking session with industry thought leader Michael Kitces. Participants will be able to ask questions about planning, practice management, career development and more.

Attendees can also schedule personalized consultations with eMoney experts, explore platform capabilities and service resources in the eMoney Experience, attend sponsor sessions and connect with peers and technology providers in the virtual exhibit hall. Event activities will include opportunities to earn points through session attendance, questions and other engagement, adding a new interactive element to the virtual experience.

“The value of Summit is the connection between inspiration and execution,” Eccles added. “An advisor may come for a keynote or product update, then leave with a planning technique, a workflow improvement or a new way to engage clients. That combination can create an impact well beyond the three days of the event.”

The 2026 eMoney Summit is proudly sponsored by Fidelity, Allianz Life, Wealth.com, and Zocks. For sponsorship opportunities, please contact advisorsummit@emoneyadvisor.com.

Summer pricing is available through Sept. 22. For more information, the full agenda and registration, visit www.emoneyadvisor.com/summit.

About eMoney Advisor, LLC

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 138,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 7 million households throughout the U.S. For more information, visit emoneyadvisor.com.

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SOURCE eMoney Advisor, LLC