Join us for a 3-session Virtual Bootcamp event designed for Wealth Studios users. Each two-hour session is designed to be hands-on and practical; using multiple case studies to illustrate real life scenarios. After our training, you will leave with the ability and knowledge of how to position, create, and deliver meaningful financial goal plans. Click the 'Agenda' tab for more details.  

This course qualifies for 4 hours of CFP® CE credits. Hours will only be submitted for registered attendees who attend all 3 sessions in their entirety.

Countdown to the Event

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When

June 23rd from 11:00am - 1:00pm
June 25th from 11:0am - 1:00pm
June 30th from 11:00am - 1:00pm

Where

GoToWebinar

Planner