Workshops
True Wealth Institute
True Wealth Institute
Keynote/Half-Day Workshop: Creating Client Relationships for Life at the IFP: Art & Science of Financial Planning (CFP Retreat)
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April 2-5, 2008
May 7-9, 2008
May 19-20, 2008 |
Omaha, NE
Omaha, NE
Coventry, UK
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Presentations
FPA of Greater Phoenix Jam Session (3-hour mini-workshop)
Money Quotient Retreat
IFP Conference: Excellence as Standard |
June 13, 2008
Sept 11, 2008
Sept 30, 2008
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Phoenix, AZ
Suquamish, WA
Newport, South Wales, UK
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Topic
Holistic Financial Planning
Facilitating Emotions and Conversations about Sensitive Financial Issues
Creating Client Relationships for Life
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