Half Day Financial Transitionist® Workshop - April 23rd, 2018 in Litchfield, AZ

Apr 23, 2018 9:00 AM - 2:00 PM

This Financial Transitionist® Workshop is a half-day event led by SMI faculty that introduces the scholarship (in neuroscience, psychology, sociology, and adaptive leadership) underpinning the work of the Financial Transitionist®. It provides an overview of the processes, tools, skill set and qualities of the Financial Transitionist® as well as introduces two primary tools. Those tools are presented with case studies and include role play, preparing attendees for practical application immediately following the workshop. This workshop is open to everyone; it has no prerequisites.

  • 3 hours of CFP CE
  • Experiential learning
  • Practical tools and proven methodology for financial transitions management
  • A deep dive into two primary tools of the Financial Transitionist®


  • The Wigwam
    300 Wigwam Ln
    Litchfield, AZ 85340



A full refund is available for cancellations at least 30 days prior to an event. For cancellations less than 30 days from the start of an event, a credit toward future events will be applied.

Event Information

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