Timely topics
Stay current on MoneyGuide, policy reviews, and wealth transfer conversations tailored for Edward Jones.
Why attend
Practical takeaways
Leave with conversation starters, checklists, and next‑step actions you can apply in client meetings the same day.
Edward Jones‑focused
Sessions are built for Edward Jones workflows and tools, including Porch and MoneyGuide .
Upcoming sessions
All sessions at 2:00 PM ET. Register for any date below.
Exclusive FP+ Learning: The value and impact of protection in MoneyGuide
See how focused, high-impact reviews can uncover planning gaps, strengthen branch-level performance, and drive measurable gains across your region. This quick, insight-rich session gives you the clarity and confidence to elevate conversations and deliver stronger outcomes for every client.
Protection Made Simple: A Practical Overview for BOAs & CSTs
Join us for a practical and supportive overview of the protection planning process through Crump designed specifically for BOAs and CSTs. This session will help you better understand how protection opportunities move from introduction to application, while highlighting the tools, resources, and support available to help create a smooth experience for both branches and clients.