One-Day Financial Transitionist® Workshop in San Francisco - June 1, 2017

Jun 1, 2017
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.

  • 8 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®

Event Information

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