Events

Below please find a summary of all upcoming events for the Financial Transitionist® Institute.

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  • Families In Transition

    Peggy Frye - CFP®, CeFT® & Courtney Pullen - MBA

    DATE: 06/30/2020

    Six-month course: Families in Transition-Reaching the Mass Affluent

  • Financial Transitions Review Course

    Susan Bradley

    DATE: 6/30/2020

    A six-month refresher course on financial transitions planning.

  • CFP Ethics: The Revised Code and Standards, Feb 21, 2-4pm ET

    Peggy Frye - CFP®, CeFT®

    Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!”

  • The “E”

    FTI Faculty and Guest Speakers

    DATE: 03/21/2020-03/22/2020

    Join us at The “E” as we dive into compare-and-contrast cases and seamlessly blend the technical side and the personal side. Transform what you are doing as well as how you are being. Transform your practice.

  • CFP Ethics: The Revised Code and Standards, May 22, 2-4pm ET

    Peggy Frye - CFP®, CeFT®

    Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!”

  • CFP Ethics: The Revised Code and Standards, Aug 21, 2-4pm ET

    Peggy Frye - CFP®, CeFT®

    Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!”

  • CFP Ethics: The Revised Code and Standards, Nov 19, 2-4pm ET

    Peggy Frye - CFP®, CeFT®

    Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!”

  • Intro to Financial Transitions Planning Webinar

    A 2 hr. conversation with Susan Bradley, fellow Certified Financial Transitionists, and a few students in the yearlong program in Financial Transitions Planning.

  • Long-Life Planning: Why, When, and How

    Sandy Adams and Anne Bedinger

    Description: Sandy Adams and Anne Bedinger are both Certified Financial Transitionists® with decades of experience in what we at the Financial Transitionist Institute call Long-Life Planning. In this webinar, they explain the important components of planning for longevity, both when it is done in advance, as well as when it hasn’t been done and a crisis […]

  • Love and Money: Financial Advice Helps Widows Navigate Romance and Finance

    Kathleen Rehl

    Advisors will learn about a new major international study of more than 4,000 widows, with a special focus on a subset of that total group—widows who have repartnered (remarried or entered a long-term relationship) after their spouse’s death. Implications for an advisor’s work with widows are included.

  • Listening Impact Assessment

    Courtney Pullen

    Therapist and Coach, Courtney Pullen, describes the four primary listening habits according to the Listening Impact Assessment and provides commentary around listening and how/when/where it breaks down as well as how it is enhanced for the four habits.