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RBC Wealth Management Advanced Planning Summit
PRIVATE EVENT for RBC’s top planning advisors from across the country. Susan Bradley will be speaking on June 19th from 10:30am – 12pm.
Pre-Naz Financial Transitions Workshop, September 12, Chickasaw
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.
19th Annual Conference
FTI Faculty and Guest Speakers
Early Early Bird is $790. Price increases on August 1st, 2019 to $890. The Annual Conference is being held at the Marriott in West Palm Beach, FL on November 4-6, 2019. 1001 Okeechobee Blvd, West Palm Beach, FL 33401 (561) 833-1234 Please book directly with Marriott. Group rate available soon. You may also try booking […]
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
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