"Skill Building with Susan"
Each month we will focus on one of the CORE tools and basic skills of a Financial Transitionist®.
We will cover examples of
⭐ Why a tool was created.
⭐Various scenarios when you might use it.
⭐How to use it, and the desired outcome.
Mastery members and Advanced/Continuous level members, current CeFT®s will join me to talk about how they used the tool with clients, what went well and what did not work as expected.
💡Who should attend: Exclusive to ONLY members of FTI/SMI.
This series is part of our dedication to continuous learning, the human side of clients facing life transitions is an ever-changing experience. Any one client can open up new challenges and opportunities to support them as their Thinking Partner.
💡Recordings will be kept on the web site in the Resource Center.
We welcome all FTI/SMI members to join in the discussion, ask questions, and share best practices.
👇Please register below for each skill building session:
We look forward to your participation and moving this profession forward together.
1) Structured Conversations
Wednesday, May 15th 2024 at 11:00 AM EST
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2) Communication Preferences Tool
Wednesday, June 19th 2024 at 11:00 AM EST
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3) DFZ Tool
Wednesday, July 17th 2024 at 11:00 AM EST
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4) One Pager Tool
Wednesday, August 21st at 11:00 AM EST
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5) Expectations Tool
Wednesday, September 18th 2024 at 11:00 AM EST
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6) Traits - Flow Tool
Wednesday, October 16th 2024 at 11:00 AM EST
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7) Traits- Struggle Tool
Wednesday, November 20th 2024 at 11:00 AM EST
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8) What If Tool
Wednesday, December 18th 2024 at 11:00 AM EST
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9) Quadrants
Wednesday, January 15th 2025 at 11:00 AM EST
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Sign up for the next Skill Building with Susan 👇
10) Am I Okay
Wednesday, February 19th 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
11) Transitions Fatigue
Wednesday, March 19th 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
12) Triage and Happiness Set Point
Wednesday, April 16th 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
13) Stages Checklist
Wednesday, May 21st 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
14) Blind Spot Bias
Wednesday, June 18th 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
15) Stuck vs Resting
Wednesday, July 16th 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
16) What Has Changed
Wednesday, August 20th 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
17) PMO
Wednesday, September 17th 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
18) Family Policies
Wednesday, October 15th 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
19) Overlapping Transitions
Wednesday, November 19th 2025 at 11:00 AM EST
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20) Five Agreements
Wednesday, December 17th 2025 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
21) Advanced Communication Preference
Wednesday, January 21st 2026 at 11:00 AM EST
You are signing up for a free virtual webinar. We respect your privacy and will not share your details with third parties.
