Virtual Financial Transitionist® Workshop - January 30th & February 1st, 2017

Jan 30 to Feb 1, 2018

The Financial Transitionist® Workshop is a two-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®. Primary tools are introduced, with case studies, and prepare attendees for practical application immediately following the workshop. This workshop is open to everyone; it has no prerequisites.

Workshop Features:

  • 3 hours of CFP CE
  • Experiential Learning
  • Practical tools for Financial Transitions Planning
  • A deep dive into three of the essential tools of the Financial Transitionist®

Virtual Training

(2) 90-minute blocks

Tuesday, January 30th  | 3pm-4:30pm, ET
Thursday, February 1st | 3pm-4:30pm, ET

Event Information

Contact Us

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