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Continuing Education

We specialize in-depth continuing education for financial advisors. We also offer professional consultation services.

In-person presentations for your conference or firm

Stand-alone session (60-90 minutes)

$2500 plus travel

Intensive workshop (three hours to half-day)

$5000-$7500 plus travel

Comprehensive training (full-day and multi-day)

$8500-$10,000 plus travel

Live and recorded webcasts

Private live interactive webcast (60-90 minutes for up to 200 attendees)


Exclusive extended license to distribute recorded session (one year)