eMoney Advisor Announces Agenda for 12th Summit Inspired by 25th Anniversary

• In celebration of its 25^th anniversary, eMoney introduces this year's Summit theme, "Tomorrow's Planning, Today," highlighting its fintech leadership and ongoing impact on the future of financial planning
• The virtual event will feature keynote speakers Carl Richards and Dr. Michelle Rozen, industry expert Michael Kitces, eMoney leadership, CE-eligible breakout sessions, one-on-one coaching, and more

RADNOR, Pa., Aug. 13, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the agenda for the 2025 eMoney Summit, the top virtual conference for financial professionals, which will be held Oct. 20- 22, 2025. In celebration of its 25^th anniversary, eMoney introduces this year's theme for the event, "Tomorrow's Planning, Today," highlighting its fintech leadership and ongoing impact on the future of financial planning.

"We're excited to celebrate eMoney's silver anniversary with our amazing clients during this year's Summit," said Rachel Eccles, head of marketing at eMoney. "This year's event fuses the evolution of planning with the future of advice, brought to life through exciting keynotes, client storytelling, executive insights, product previews, and endless learning opportunities."

Financial planning is entering a new era—driven by innovation and a renewed sense of purpose. Over the past 25 years, it has evolved into a vital, human-centered discipline. Over the three-day event, attendees will explore this transformation with insights from industry leaders and a vision for what is possible when technology and empathy work together.

Attendees can expect to hear from eMoney leaders, industry experts and today's top advisors on the virtual mainstage, including:

• Susan McKenna, CEO, who will welcome attendees with opening remarks and share reflective insights and company highlights to kick off the event.
• Matthew Schulte, head of financial planning and founding member of eMoney, who will host an exciting discussion with veteran eMoney clients and power users about the evolution of financial planning and how they continue to serve the needs of clients today and into the future.
• Tom Sullivan, head of product, who will be joined by the product leadership team to share eMoney's strategic roadmap—highlighting how intelligence, advisor-centric innovation, and a more connected platform will drive smarter, more scalable client engagement.
• Carl Richards, author, visual artist, and creator of the New York Times "Sketch Guy" column, where his hand-drawn sketches made financial complexity surprisingly simple—and deeply emotional. Richards will weave live sketching, storytelling, and human truth into an unforgettable session that will explore the emotional side of money and equip attendees with the tools to help clients make better decisions and have the conversations that truly matter.
• Dr. Michelle Rozen, author, "change doctor" and strategic partner for some of the world's most prominent brands. With a PhD in psychology and a groundbreaking approach to human behavior, she'll bring her powerful CHANGE model to life, helping leaders and teams thrive through transformation with actionable strategies and unforgettable energy.
• Michael Kitces, chief financial planning nerd of Kitces Research, will share recent findings on the four factors that really drive the productivity of advice-centric firms, including the impact of team leverage, face-time with clients, the affluence of the firm's clientele, and the pricing confidence of the advisors themselves. He'll also join attendees for candid conversation in the Networking Lounge.
• Multiple panel discussions featuring Gregory Furer, CFP®, CEO and founder of Beratung Advisors; James Werner, CFP®, partner, wealth advisor, Waverly Advisors; Patti Brennan, CFP®, CEO, Key Financial; Bob Veres, industry commentator and producer of Inside Information; and Wendy De La Rosa, assistant professor of marketing and the Alfred H. Williams Faculty Scholar at The Wharton School at the University of Pennsylvania.

With 1,300 registrants anticipated, Summit will feature a full agenda with the opportunity to choose from up to 24 continuing education credits through 21 sessions that have been approved by the CFP Board – eMoney's highest offering to date. In addition, attendees can experience one-on-one consultations and hands-on learning opportunities with expert coaches, live breakout sessions that cover in-depth planning topics and industry trends, and panel discussions featuring the industry's top advisors. Participants can also interact with like-minded peers in the Networking Lounge and visit the eMoney Experience, designed to offer a deeper dive into the firm's products and services with employees available to answer questions.

"We know our attendees' time is valuable, and we are committed to elevating the Summit experience year-over-year. Dynamic speakers and inspiring content paired with our 25^th anniversary celebration makes the 2025 Summit an event our clients – whether they're veterans or just getting started with eMoney – won't want to miss," said Eccles.

The 2025 eMoney Summit is sponsored by Fidelity Investments, Allianz, Flourish, Vanilla, Wealth.com, and Zocks.

Summer pricing is available through Sept. 24. To view the full agenda, get more information about the Summit or to register, please visit emoneyadvisor.com/summit/. For details about event sponsorship, please contact [email protected]. 

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 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.  

SOURCE eMoney Advisor, LLC