Hurricane Conference Video Package

Hurricane Do-Over Virtual Conference Packaged into all 15 hours of videos.

Now available to everyone!

A 15-hour Conference Video Package on Financial Transitionist® Planning organized into 30 & 50 minute on demand video sessions with CFP® CE Credits!

A great way to advance your Transition Literacy on the Human Side of Life Transitions Skills.

What’s a Hurricane Do-Over Conference?

The hurricane interrupted our November 2022 conference in Florida.

As a financial transitionist® we get change and disruption. We know how to absorb the surprise of change and to quickly reboot.

Within two weeks from the day we all had to leave the conference, our incredible speakers all agreed to present their sessions virtually, many for a second time, at our December virtual Hurricane Do-Over Conference.

Now... those virtual recordings have been organized into an on-demand Hurricane Conference Video Package.

READY TO PURCHASE!

FTI MEMBERS

$249.00

15 hours of learning & on-demand videos.
Enjoy time watching your peers as they share their best practices.
Great refresher course for those who have not been to a Conference in a few years.
Opportunity to catch up on CFP® CE requirements at your own pace.
15 CFP® CE Credits

BUY NOW!

NON-FTI MEMBER

$449.00

15 hours of learning & on-demand videos.
Watch FTI Community Members share their best practices.
A chance to sample the topics that are included in Core Training at the Financial Transitionist® Institute.
Opportunity to receive CFP® CE Credits.
15 CFP® CE Credits

BUY NOW!

* If you attended the Annual Conference in November 2022 & Hurricane Do-Over Conference in December, this video package will be available in your FTI Library.

Topics Include

Meaningful Conversations. Presented by Susan Bradley, CFP®, CeFT®
Financial Planning Considerations for LGBTQ+ Households. Presented by Beth Jones, RLP®, AIF®, CeFT®
Pandemic Induced Family Transitions. Presented by Peggy Frye, CFP®, CeFT®
Conversations about Aging & Longevity. Presented by Joan Cox, CFP®, CeFT®
Family Philanthropy. Presented by Deborah Goldstein, Principal of Enlightened Philanthropy
Complex Clients. Presented by Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Clean Language. Presented by Maureen Rabotin – ICF & Gallup Strengths Certified Global Executive Coach
Where do you get stuck working with Windfall Clients? Presented by Susan Bradley, CFP®, CeFT®
Cross-border Planning for Clients in Transition. Presented by Anja Luesink, MBA, CFP®, RLP®, CeFT®
Life after Grief. Presented by Christopher Dale, CFP®, CeFT®
Brain Trust. Presented by Michael Karwic CFP®, CeFT®
Masterclass in Life Transitions for Financial Advisors. Presented by Susan Bradley, CFP®, CeFT®
How to Live in all Four Parts of Transition at Once. Presented by Josh Patrick CFP®, CeFT® CFC®, CLU®
Plan for Retirement Beyond the Numbers. Presented by Jessi Chadd, CFP®, CeFT®
Grief and the Holidays. Presented by Alexi Gilmore CFP®, Certified Grief Support Specialist
Widowhood. Presented by Howard Rubin CFP®, CeFT®, RLP®, RICP®, CLU®
You, as a CeFT® Presented by Courtney Pullen
Shifting the Conversation. Presented by Ross Marino, CFP®, CeFT®

READY FOR PURCHASE!

*** If you attended the Annual Conference in November 2022 & Hurricane Do-Over Conference in December, this video package will be available in your FTI Library.

FTI MEMBERS

$249.00

15 hours of learning & on-demand videos.
Enjoy time watching your peers as they share their best practices.
Great refresher course for those who have not been to a Conference in a few years.
Opportunity to catch up on CFP® CE requirements at your own pace.
15 CFP® CE Credits

BUY NOW!

NON-FTI MEMBER

$449.00

15 hours of learning & on-demand videos.
Watch FTI Community Members share their best practices.
A chance to sample the topics that are included in Core Training at the Financial Transitionist® Institute.
Opportunity to receive CFP® CE Credits.
15 CFP® CE Credits

BUY NOW!