Virtual Financial Transitionist® Workshop - June 13 & 15, 2017

Jun 13 to 15, 2017
Registration Closed

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, June 13   | 2pm-3:30pm, ET
Thursday, June 15 | 2pm-3:30pm, ET

Contact Us

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