The Why, The What, and The How of  Advanced Training in Life Transition Planning 

Discover the deeper purpose behind life transition planning, what makes it essential for today’s financial professionals, and how advanced training can elevate your client relationships. This session explores the foundational principles and cutting-edge tools developed by the Financial Transitionist® Institute to help you confidently guide clients through life's most complex transitions.

You’ll learn practical strategies to help clients:

✨The Why:

Understand why traditional financial planning isn’t enough during major life transitions

Explore the emotional and psychological complexities that impact client decision-making

✨The What:

Learn what sets Life Transition Planning apart from conventional financial advice

Discover the unique tools and protocols used by Certified Financial Transitionists® (CeFT®)

✨The How:

Get a step-by-step look at the advanced training process through the Financial Transitionist® Institute

Hear real-world examples of how this training transforms client outcomes 

Who should attend -

Everyone is welcome to join in! 

📅Date - May 28, 2025 

⏰Time - 1:00 pm EST (30 mins)

📍Location - Virtual Zoom webinar

📣 Please register below to attend this webinar

We look forward to your participation and moving this profession forward together.