Events

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

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  • Pre-Naz Financial Transitions Workshop, September 12, Chickasaw

    Susan Bradley

    This half-day workshop with interactive cases of clients preparing for, managing and adapting to life transition events is open to Nazrudin Project Retreat participants only. Find out more about how it feels to be your client.

  • CeFT® Certification Exam November 2019

    DATE: 11/3/2019

    This exam is for those professionals who have successfully completed Core training and have one of our prerequisite primary designations. It will be held on November 3rd, 2019 and the exam fee is $890, which also includes three on-demand prep recordings and a practice exam.

  • 19th Annual Conference

    FTI Faculty and Guest Speakers

    DATE: 11/4/19-11/6/19

    Early Bird pricing available through August 31st. Prices increase to $990 on September 1st.  The Annual Conference is being held at the Marriott in West Palm Beach, FL on November 4-6, 2019. Agenda Outline 1001 Okeechobee Blvd, West Palm Beach, FL 33401 (561) 833-1234 Please book directly with Marriott or click here to book online. […]

  • Cocktails in the Courtyard

    DATE: 11/4/19-11/4/19

    Celebrate our first night of the Annual Conference with Cocktails in the Courtyard.

  • Swinging Fore Supper

    DATE: 11/5/19-11/5/19

    Join the PAR-TEE with our annual conference attendees and FTI Staff members as we go Swinging Fore Supper.

  • 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.