Financial Transitionist® Workshops

The Financial Transitionist® Workshop is a four-part virtual training led by SMI faculty. It establishes the foundation of the program, which is anchored in neuroscience, psychology, sociology, and adaptive leadership. The faculty introduces the scholarship underpinning the program and its processes and tools, as well as the scholarship that informed the skill set, qualities, and work of the Financial Transitionist®. Two of our primary tools are introduced, with case studies, preparing attendees for practical application immediately following the workshop. This workshop is open to everyone; it has no prerequisites.


The next Financial Transitionist® Workshop is a 
Live Financial Transitionist® Workshop in Nashville, TN - September 8

Other upcoming 2017 Financial Transitionist® Workshops: 
Virtual Financial Transitionist® Workshop - September 19 & 21, 2017


90% of people who completed the most recent live Financial Transitionist® Workshop said they used the tools they learned within two weeks.

It was called: “unbelievable,” “a game changer,” “absolutely spectacular,” “a tremendous value add,” and “the best training I have ever attended!" by participants of our June, 2015 workshop.


Contact Us

10 huntly circle
palm beach gardens, fl 33418
ph: 561-776-6209
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