All Training & Events

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Trainings

CORE TRAINING Fall 2023

Learn the fundamentals of Financial Transitions Planning

November 16th 2023 at 4:00PM EST

 

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CORE TRAINING WINTER 2024

Learn the fundamentals of Financial Transitions Planning

March 19th 2024 at 11:00AM ET

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CORE TRAINING SUMMER 2024

Learn the fundamentals of Financial Transitions Planning

July 10th 2024 at 4:00PM ET

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CORE TRAINING FALL 2024

Learn the fundamentals of Financial Transitions Planning

November 21st 2024 at 1:00PM ET

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Webinars

Authentic Intelligence™ Skills and Process

30-minute Webinar hosted by Susan Bradley, CFP®, CeFT®

September 27th, 2023 at 01:00 pm ET

GRAB A SEAT!

How to Lean Into Challenging Client Behavior

30-minute Webinar hosted by Susan Bradley, CFP®, CeFT®

October 19th, 2023 at 01:00 pm ET

GRAB A SEAT!

The Framework for Becoming a Client's Thinking Partner 

30-minute Webinar hosted by Susan Bradley, CFP®, CeFT®

November 1st, 2023 at 01:00 pm ET

GRAB A SEAT!

LIVE In-Person Events

FTI/SMI 23rd ANNUAL CONFERENCE 

West Palm Beach, FL

November 6th, 2023 - November 8th 2023

 

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INWARD BOUND

Asilomar Conference Grounds Pacific Grove, CA

June 7th, 2024 - June 10th 2024

with Dr. Moira Somers

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INWARD BOUND

Asilomar Conference Grounds Pacific Grove, CA

June 10th, 2024 - June 14th 2024

with Courtney Pullen

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Virtual Training & Membership Levels

OUR VIRTUAL TRAINING OPTIONS

CONTINUOUS LEARNING MEMBERSHIP LEVELS
(CURRENT MEMBER ONLY)