January 2018 Sessions

Sessions will run 9:00 a.m. to 5:00 p.m. daily and will include breaks. Lunch will be provided each day.

Schedule Overview

Monday, January 8, 2018 Fundamentals of Financial Planning/ Program development and leadership
Tuesday, January 9, 2018 Insurance/Retirement Planning
Wednesday, January 10, 2018 Estate Planning/ Taxation
Thursday, January 11, 2018 Investments
Friday, January 12, 2018 Client Communication/ Capstone course

May 2017 Sessions

Sessions will run 9:00 a.m. to 5:00 p.m. daily and will include breaks. Lunch will be provided each day.

Schedule Overview

Monday, May 22, 2017 Fundamentals of Financial Planning/ Program development and leadership
Tuesday, May 23, 2017 Insurance/Retirement Planning
Wednesday, May 24, 2017 Estate Planning/ Taxation
Thursday, May 25, 2017 Investments
Friday, May 26, 2017 Client Communication/ Capstone course

Schedule overviews are subject to change.