Tuesday, November 6, 8:30am – 2:30pm (includes lunch)
Early bird cost $190 until Sep 30; Thereafter $275
3 CFP CEsour community unique! Why attend?
- Learn unique tools you can start using that day to optimize the personal and financial well-being of your clients.
- Interact with top financial advisors from around the world, some of whom have spent nearly two decades studying clients-in-transition.
- Find out why your clients experiencing major life events behave in uncharacteristic ways.
- Get expert tips for working with clients-in-transition.
Click HERE for the agenda!
Do you have clients going through: widowhood, inheritance, sale of a business, divorce, retirement or windfall? Of course you do?
And as we age we experience more of these events and they begin to overlap. Do you know how to skillfully handle them?
Come learn from the experts in Financial Transitions Planning.