Financial Transition Planning
Boost Your Client's Behavioral Finance outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, April, 10 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Sandy Adams, CFP®
Financial Planner Center for Financial Planning, Inc.
What You'll Learn
Have you ever noticed that when clients are going through a major life transition, especially one that involves money, their need for help becomes more immediate? And at the same time, because of the stress and emotion of these situations, in addition to the technical complexities, they may have…