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eMoney Users: Cool Stuff to Know
We use a very robust and powerful software program with our advisory clients called eMoney.

Come see how eMoney works:
- see all your accounts
- create reports and analyses of your assets and liabilities
- track your spending
- build a budget
- use your vault to store important files and documents, and
- manage your financial plan

If you’re using eMoney now, come to learn new ways that eMoney can serve you. If you are curious if eMoney is right for you, join Dan Galli, CFP®, Karen Van Voorhis, CFP®, and Brian Franford, Associate Financial Planner, for this interactive webinar.

May 11, 2023 12:00 PM in Eastern Time (US and Canada)

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Speakers

Daniel J. Galli, CFP®
Founder @Daniel J. Galli & Associates
Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. He began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice centers around comprehensive financial planning and investment advisory services. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals seeking to create a plan for their financial future. Dan was president of the Financial Planning Association of MA for two years, named Financial Planner of the Year in 2017 and is currently serving on the Board of Directors of the National Financial Planning Association based in Denver, CO. The FPA is the leading organization representing Certified Financial Planner™ practitioners.
Karen E. Van Voorhis, CFP®
Director of Financial Planning @Daniel J. Galli & Associates
Karen is a Certified Financial Planner™ practitioner and Director of Financial Planning at Daniel J. Galli & Associates. She has worked in the fields of financial planning and wealth management since 1995, advising clients on a wide range of topics including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving. Karen has been an active member of the Financial Planning Association of Massachusetts for several years, and currently serves on the board as its Women’s Initiative Director.

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