Each month we will focus on one of the CORE tools and basic skills of a Financial Transitionist®.
We will cover examples of
⭐ Why a tool was created.
⭐Various scenarios when you might use it.
⭐How to use it, and the desired outcome.
Mastery members and Advanced/Continuous level members, current CeFT®s will join me to talk about how they used the tool with clients, what went well and what did not work as expected.
💡Who should attend: Exclusive to ONLY members of FTI/SMI.
This series is part of our dedication to continuous learning, the human side of clients facing life transitions is an ever-changing experience. Any one client can open up new challenges and opportunities to support them as their Thinking Partner.
💡Recordings will be kept on the web site in the Resource Center.
We welcome all FTI/SMI members to join in the discussion, ask questions, and share best practices.
👇No need for registration - All of our members will receive the zoom link to join us for Skill Building
We look forward to your participation and moving this profession forward together.
1) Structured Conversations
Wednesday, May 15th 2024 at 11:00 AM EST
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2) Communication Preferences Tool
Wednesday, June 19th 2024 at 11:00 AM EST
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3) DFZ Tool
Wednesday, July 17th 2024 at 11:00 AM EST
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4) One Pager Tool
Wednesday, August 21st at 11:00 AM EST
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5) Expectations Tool
Wednesday, September 18th 2024 at 11:00 AM EST
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6) Traits - Flow Tool
Wednesday, October 16th 2024 at 11:00 AM EST
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7) Traits- Struggle Tool
Wednesday, November 20th 2024 at 11:00 AM EST
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8) What If Tool
Wednesday, December 18th 2024 at 11:00 AM EST
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9) Quadrants
Wednesday, January 15th 2025 at 11:00 AM EST
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10) Am I Okay
Wednesday, February 19th 2025 at 11:00 AM EST > Registration closed <
11) Sudden Job Loss
Wednesday, March 19th, 2025 at 11:00 AM EST
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12) Triage and Happiness Set Point Wednesday, April 16th 2025 at 11:00 AM EST > Registration closed <
13) Stages Checklist
Wednesday, May 21st 2025 at 11:00 AM EST
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14) Blind Spot Bias
Wednesday, June 18th 2025 at 11:00 AM EST
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15) Stuck vs Resting
Wednesday, July 16th 2025 at 11:00 AM EST
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16) What Has Changed
Wednesday, August 20th 2025 at 11:00 AM EST
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17) PMO
Wednesday, September 17th 2025 at 11:00 AM EST
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18) Family Policies
Wednesday, October 15th 2025 at 11:00 AM EST
> Registration Closed <
19) Overlapping Transitions
Wednesday, November 19th 2025 at 11:00 AM EST
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Topics for the next Skill Building with Susan 👇
20) Five Agreements
Wednesday, December 17th 2025 at 11:00 AM EST
21) Advanced Communication Preference
Wednesday, January 21st 2026 at 11:00 AM EST
22) Bliss List
Wednesday, February 18th 2026 at 11:00 AM EST
22) Transition Fatigue
Wednesday, March 18th 2026 at 11:00 AM EST
