Who should attend: All financial professionals with strong technical skills interested in developing strong personal-side skills
About: Best Practices for success with clients facing major life events
In Partnership with FPA DFW
A fast-paced, practical workshop using interactive real-life client cases covering four major life events: Widowhood, Divorce, Inheritance, and Retirement.
• Client tools and processes for managing all stages of major life events, scalable across client net worth and business models.
• Practical application of science-based fundamentals of Financial Transitions Planning
• Credits: 5 CFP®