One-Day Financial Transitionist® Workshop - May 31st, 2018 in San Francisco

May 31, 2018 10:00 AM - 4:00 PM
Registration Closed

This Financial Transitionist® Workshop is a one-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.

  • 5 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®
  • Lunch Included

Seats are limited. Register NOW!



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

Contact Us

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