Financial Transitions Planning Workshop - May 15th - Dallas, TX

May 15, 2018 9:00 AM - 3:30 PM
Registration Closed


Financial Transitions Planning Workshop

May 15th, 2018 from 9am - 3:30pm at the Hyatt Place Dallas / Las Colinas

A fast-paced, practical workshop using interactive real-life client cases covering four major life events: Widowhood, Divorce, Inheritance, and Retirement.

  • Client tools and processes for managing all stages of major life events, scalable across client net worth and business models.
  • Practical application of science-based fundamentals of Financial Transitions Planning
  • 5 hours of CFP® CEs

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