FTI/SMI 24th Annual Conference
Join us to connect, network and learn from our like minded community of professionals with a unique, and shared experience as a Certified Financial Transitionist®
November 11, 2024 - November 13, 2024
00
DAYS
00
HOURS
00
MINS
00
SECS
What's in store for you at the 24th Annual Conference, West Palm Beach, FL
- We will challenge ourselves to continue leading the evolution of the profession.
- Dive into best practices and discover the true value of being your clients' thinking partner.
- Engage in a mix of dynamic peer sessions and in-depth workshops led by topic experts and faculty.
By attending, you can look forward to...
Mastery Morning
(Exclusively for FTI Mastery Members)
FRED Talks
(back by popular demand)
Special Topic Panel Discussions & Workshops
Keynote Presentation
Sponsor Sessions
(that align with our core values)
In-Depth Casework & Small Group Discussions
10 CFP® and CDFA® credits
(applied for)
Keynote Speakers
Susan Bradley
Courtney Pullen
Gayle Colman
Brenda Boozer
Conference Agenda
Mon, November 11 2024
Tues, November 12 2024
Wed, November 13 2024
| Time | Agenda |
|---|---|
| 8:30 AM - 1:00 PM | Registration & Badge Pick Up at Regency Ballroom Lobby | 8:30 AM - 9:30 AM | Mastery Members Breakfast |
| 9:30 AM - 11:30 AM | Mastery Morning with Susan Bradley |
| 11:30 AM - 1:00 PM | Lunch & Networking |
| 1:00 PM - 1:30 PM | Conference Welcome Session |
| 1:30 PM - 2:00 PM | FRED Talks |
| 2:00 PM - 2:15 PM | 15 min break |
| 2:15 PM - 4:00 PM | The Art and Skill of Deep Listening by Gayle Coleman |
| 4:00 PM - 4:15 PM | 15 min break |
| 4:15 PM - 5:15 PM | Author Panel & Book Signing |
| 5:15 PM - 5:30 PM | Closing Session for Day 1 with CFP CE codes |
| 6:00 PM - 7:30 PM | Welcome Reception at the Marriott Courtyard (dinner on your own) |
| Time | Agenda |
|---|---|
| 8:00 AM - 9:00 AM | Breakfast for all attendees |
| 9:00 AM - 10:00 AM | Change and Retirement Workshop by Courtney Pullen |
| 10:00 AM - 10:15 AM | 15 min break |
| 10:15 AM - 10:45 AM | Grief & Divorce by Carol Lee Roberts |
| 10:45 AM - 11:45 AM | New CeFT® Panel moderated by Lisa Kirchenbauer |
| 11:45 AM - 12:45 PM | Lunch & Building our FTI Community |
| 12:45 PM - 1:45 PM | Keynote - Strengthen, Enliven and Understand Your Primary Instrument of Communication -Your Voice! by Brenda Boozer |
| 1:45 PM - 2:00 PM | 15 min break |
| 2:00 PM - 3:00 PM | It's Not About the Money by Kathy McMillan |
| 3:00 PM - 3:15 PM | 15 min break |
| 3:15 PM - 4:15 PM | Protocols and Best Practices Panel moderated by Peggy Frye |
| 4:15 PM - 4:30 PM | Closing - Day 2 with CFP CE Codes |
| 6:30 PM | Leave for Dinner |
| 7:00 PM - 10:00 PM | Catered Dinner at Susan Bradley's house for all attendees |
| Time | Agenda |
|---|---|
| 8:00 AM - 9:00 AM | Breakfast for all attendees |
| 9:00 AM - 10:00 AM | Present and Future State of Financial Planning by Hannah Moore |
| 10:00 AM - 10:30 AM | What's Your Grief by Alexi Gilmore |
| 10:30 AM - 10:45 AM | 15 min break |
| 10:45 AM - 11:15 AM | Women in Transition: Liminality Micro-Credential by Susan Bradley |
| 11:15 AM - 11:45 AM | Leveraging Data & Technology to Get In-Front of Qualified Prospects by Alexander Mittag of AcquireUp |
| 11:45 AM - 1:15 PM | Lunch & Town Hall |
| 1:15 PM - 2:15 PM | Family and Philanthropic Panel moderated by Peggy Frye |
| 2:15 PM - 2:30 PM | 15 min break |
| 2:30 PM - 3:30 PM | Widows Perspective of Working With Widows |
| 3:30 PM - 3:45 PM | Closing Session for Day 3 with CFP CE Credits |
| 6:30 PM - 9:30 PM | Casual get-together at City Cellar (not hosted) |
A big thank you to our amazing sponsors!
Hotel Information:
West Palm Beach Marriott
1001 Okeechobee Blvd, West Palm Beach, FL 33401
