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

See you in 64 days 9 hours 38 minutes
  • 64
    Days
  • 9
    Hours
  • 38
    Minutes
  • 29
    Seconds

When

October 22nd from 11:00am - 1:00pm
October 27th from 11:00am - 1:00pm
October 29th from 11:00am - 1:00pm 

Where

GoToWebinar

Planner