Monday, March 23 & Tuesday, March 24, 2026
12:00-4:30pm ET each day
Cost: $590
Benefits:
- Expert Sessions: Eight intensive and interactive sessions led by industry leaders, focused on helping you guide your clients to a transformative retirement.
- Resource Materials: Comprehensive access to presentation slides, handouts, and resources to support your learning.
- Continuing Education Credits: 8 FTI, CFP®, and CDFA CE credits, helping you meet professional requirements.
We’re excited to have you join us for this enriching community experience!
Cancellation & Refund Policy:
Cancellations before March 5th, 2026 receive 100% credit towards a future FTI/SMI event. All sales are final, and our organization does not offer any money-back guarantees.