Events

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

Filter Events... (you may select more than one category)

Filtered By:

None (all events showing)

Showing all 12 results

  • FREE Financial Triage Package

    Susan Bradley

    A 5-step tool for times when a client’s anxiety is high, they’re temporarily unable to evaluate options and make wise choices, and their wellbeing is at risk

  • Mindfulness-Based Stress Reduction (MBSR)

    Mary Martin, PhD

    DATE: 06/04/2020 - 07/23/2020

    The original 8-week course created by Jon Kabat-Zinn that has been studied since 1979. Thursdays, beginning on June 4, from 6-8:30pm, ET.

  • Mindfulness for Financial Planners

    Mary Martin PhD

    DATE: 06/18/2020 - 7/23/2020

    Six Thursdays – 11am – 12:15pm, ET, beginning June 18. Based on Mindfulness-Based Stress Reduction, but not MBSR. For financial planning professionals.

  • Families In Transition

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

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

  • 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!”

  • Fall Virtual Quarterly Conference

    FTI Faculty and Guest Speakers

    DATE: 08/27/2020-08/28/2020

    Our quarterly conference is focused on rich, hands-on experience with client case studies. As we dive into some of the more complex human dynamics, we get to learn from our peers, use the tools and pr[….]

  • FTI/SMI 20th Annual Conference

    FTI Faculty and Guest Speakers

    DATE: 11/09/2020-11/11/2020

    Join our annual conference at The Marriott Downtown/West Palm Beach, November 9 – 11.

  • 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.