Employee Spotlight

ENV Advisor Summit

Advisor Summit On-Demand is now live. Advisors have access to a growing library of online keynotes, breakout sessions, and technology demos – with a focus on strategies to help advisors grow their businesses and lead their clients forward in the post-pandemic world.

Hear from Envestnet leadership and subject matter experts discussing the implications of the pandemic and how to best lead clients forward in this new world:

Learn about new and upcoming technology and integrated product offerings Explore Practice Management and Investment Management sessions Earn CE credits

The Advisor Summit On-Demand will be an ongoing resource, with new content being added throughout the year, and will be available FREE OF CHARGE.

Go to envestnet.com/advisorsummit/ to explore all that Summit On Demand has to offer.

If you have any questions, please direct them to Amanda Seeman, at events@moneyguide.com.

Check out some of the Money Guide session:

The Planning Brothers: https://www.envadvisorsummit.com/watch?v=8346 MyBlocks: https://www.envadvisorsummit.com/watch?v=2815 Tax Planning in MoneyGuide: https://www.envadvisorsummit.com/watch?v=7114