Take an in-depth look at how taxes are handled in eMoney, including new features added for the Tax Cuts and Jobs Act, and discover new ways to customize your tax options and create compelling simulations. This course specifically highlights taxation within the eMoney financial planning platform.
Identify how to use eMoney® for tax projections while developing a comprehensive, cash-flow-based, financial plan.
Chris Beaver serves on the Live Training Team for eMoney Advisor which is responsible for facilitating training workshops for our users around the country. Chris has been at eMoney for 3 years serving our customer in various ways through the Client Engagement department. Prior to becoming a Live Trainer Chris worked as both a Client Support Specialist and Success Coach. In that time, he assisted new and existing Advisors using the emX tool to help make their time more effective on a day to day basis. He graduated from Saint Joseph’s University in Philadelphia, Pa with a Bachelor’s of Science in Business Intelligence and Analytics.
Brandon Heid has been a member of the Financial Planning Group since the Spring of 2017 after coming on board with eMoney in August of 2016. He works closely with both the Sales and Training departments in assisting our users and prospects. In addition to this he helps coordinate eMoney’s University Program. Prior to eMoney he spent time at TD Ameritrade both on the institutional and retail side in roles spanning across the business development spectrum. Here he worked with clients one-on-one in understanding and solving their financial needs. He is a native of San Diego and enjoys being outside at the beach for a surf or some volleyball.
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