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Sudden Money® In Action - a 3-Part Webinar Series
Why the Training is Necessary
We make two assumptions: the majority of new clients will be in transition, and most existing clients will go through major life events some time in the future. Becoming knowledgeable and well equipped to meet the needs of clients in transition and those receiving new wealth is a requirement for most advisors.
Who Should Attend
This is an inter-professional program open to financial advisors, attorneys, CPAs, and therapists. Presented from the financial advisor’s point of view, it offers allied professionals the opportunity for greater understanding of the inner working of the financial planning process, and an opportunity to have a profound collaborative experience.
What is Included
Each of the 90-minute online webinars features real client cases and introduces a different Sudden Money tool - see the Sudden Money Institute Financial Planning Flow Chart
When the Trainings are Offered
From 12noon to 1:30 Eastern Standard Time on consecutive weeks scheduled throughout the year.
How to Register
Register for the event below or by phone 888-838-9446.
Series Fee
The fee is included in your Membership, but you must register to take the course. Your cost should be $0 at checkout. If you have any questions, or if there is a fee in the shopping cart - please contact our office 888-838-9446.
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