In this fun, high-energy, focused retreat we will use a case study to tease out a multitude of issues, challenges, conflicts of interest and practice risks we all encounter. Our retreat uses this case study to segue into exceptional presentations from experts on many of the complex case issues in the subsequent days. You will be exposed to profound tactical perspectives and creative strategies that will open the door for learning and building your skill set. We will rapidly shift you into becoming a deep thinker and better communicator. We will help you learn what you must do to move your practice forward and achieve superior execution of your tasks.
Pending several CEUs for CFP, ADFP and IDFA requirements.
Schedule and Agenda
Date: November 11th – 1:00 pm EST to 5:30 pm EST
First Day: INTENSE CASE STUDY AND BREAK OUT GROUPS
Date: November 12th – 1:00 pm EST to 5:30 pm EST
Second Day: 3 HOURS OF ETHICS / COMPLIANCE COURSE, APPROVED FOR CFP ETHICS REQUIREMENT AND SEC UPDATE FOR BUSINESSES, PLUS UNIQUE TOPICS EXCLUSIVELY COVERING CONFLICTS OF INTEREST AND ETHICS FOR DIVORCE FINANCIAL PLANNERS.
Date: November 13th – 1:00 pm EST to 5:30 pm EST
Third Day: 3 – 4 PRESENTATIONS TO BE ANNOUNCED SHORTLY, BUILDING OFF OF CASE STUDY AND ETHICS COURSE
Each day starts at 1:00 pm EST and ends at 5:30 pm EST with breaks included
Pricing for the Retreat is as follows:
Early Bird Discount – Valid through October 14th – $225 for 3 day Pass only
After Early Bird Discount $275 for 3 day Pass
$200 for 2 day Pass
$150 for 1 day Pass
Early Bird Discount – Valid through October 14th – $275 for 3 day Pass only
After Early Bird Discount $325 for 3 days Pass
$250 for 2 day Pass
$200 for 1 day Pass.
REGISTER and PAY ONLINE BY CLICKING THE LINK BELOW: