Recorded Financial Transitionist® Workshop (June 2018)
The Financial Transitionist® Workshop is a two-part, live virtual training led by SMI faculty. It establishes the foundation of the program, which is anchored in neuroscience, psychology, sociology, and adaptive leadership. The faculty introduces the scholarship underpinning the program and its processes and tools, as well as the scholarship that informed the skill set, qualities, and work of the Financial Transitionist®. Primary tools are introduced, with case studies, and prepare attendees for practical application immediately following the workshop. This workshop is open to everyone; it has no prerequisites.
3 hours of CFP CE
Practical tools for Financial Transitions Planning
A deep dive into three of the essential tools of the Financial Transitionist®
(2) 90-minute blocks
This is a recording of the two-part workshop from June of 2018.