Training Classes That Educate and Empower
Our classes equip financial professionals and employees with skills and strategies to manage health and wealth challenges with empathy, assurance, and purpose.
Financial Professionals
Transform your advisory practice by learning how to approach "sensitive" topics with compassion and confidence, leverage AI to create a more holistic client experience, and integrate health considerations into financial plans. Provide clients with the support they need to safeguard a financially secure and emotionally healthy future.
Employers
Empower your employees and families to successfully navigate "difficult" conversations about health, wealth, cognitive decline. Help them learn how to make better healthcare and personal finance decisions and feel more confident and in control of their health and financial futures.
How To Talk To Clients About Their Health
Details & Registration
How To Talk To Clients About Cognitive DeclineDetails & Registration
How To Leverage AI To Improve The Client ExperienceDetails & Registration
How To Have Better Client Conversations About Health, Wealth, And Cognitive Decline
Details & Registration
How To Prepare Clients For LongevityDetails & Registration
How To Have Better Family Conversations Around Health And WealthDetails & Registration
How To Prepare For A Physically And Financially Healthy LongevityDetails & Registration
= Vitual class (Zoom meeting)
= In-person class. Class customization options avaiable.
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