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.


90% of people who completed the most recent live Financial Transitionist® Workshop 

said they used the tools they learned within two weeks.

It has been called: “unbelievable,” “a game changer,” “absolutely spectacular,”

“a tremendous value-add,” and “the best training I have ever attended".


Upcoming dates of workshops:

(Live, Virtual)

June 6 & 13

September 6 & 20

Contact Us

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