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

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  • Live, Virtual Intro to Financial Transitions Planning – September, 2019

    Susan Bradley

    DATE: 9/19/19-9/26/19

    This set of interactive webinars introduces financial advisors to Financial Transitions Planning, which helps them better guide clients experiencing major life events such as retirement, divorce, and widowhood.

  • 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.

  • Munch and Mingle

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

    Come out to Munch and Mingle with us as we say farewell until next year.

  • 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.