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Schedule is subject to change. Onsite sessions will run 9:00 a.m. to 5:00 p.m. and include daily lunch and breaks.

Upcoming Sessions (Click to register)

April 27-29, 2020    

August 17-19, 2020

Schedule Overview
Schedule Topics
Online Pre-Work (approximately 1 month prior to onsite seminar)

Fundamentals of Financial Planning
Program Development and Leadership

Onsite Seminar (Sunday through Tuesday)

Retirement Planning
Estate Planning
Taxation Investments

Online Follow-Up

Teaching Resources