Virtual Financial Transitionist® Workshop - February 9, 16, 23, 2017

Feb 9 to 23, 2017
Registration Closed

The Financial Transitionist® Workshop is a three-part virtual training  led by SMI faculty that introduces the scholarship (inneuroscience, 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.

Workshop Features:

  • 3.5 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

(3) 75-minute blocks

Thursday, February 9   | 12pm-1:15pm, ET
Thursday, February 16 | 12pm-1:15pm, ET
Thursday, February 23 | 12pm-1:15pm, ET


Contact Us

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