"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.