event

The Future of Wealth Management — A Happy Hour with Vanilla & eMoney

Date & Time: Wednesday April 29, 2026, 4-6pm CT

Location: Poco Fiasco: 2823 McKinnon St, Dallas, TX 75201

Join Vanilla and eMoney for a casual happy hour in Dallas, bringing together financial advisors, wealth managers, and estate planning professionals. Whether you’re a Vanilla user, an eMoney user, both, or simply curious about how the two platforms work together, this is a great opportunity to connect with peers, share ideas, and enjoy good conversation in a relaxed setting.

The evening will feature a panel discussion on how technology is transforming the industry. This discussion will cover how new tools are changing what advisors deliver to clients and the processes behind it, how they are reshaping planning teams and driving efficiencies, and how they will ultimately shift end-client expectations and preferences.

Featured Speakers:

Jamie Scott, Director of Wealth Planning, True North Advisors

Micah Adams, Advanced Planning Wealth Advisor, Cain Watters & Associates

Drinks and light bites provided. If you have questions please contact laura.jogani@justvanilla.com.