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Seven Stages of Money Maturity Workshop with Kinder Institute |
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Wednesday & Thursday, August 5 & 6, 2009 8:00 am – 5:00 pm each day Millcreek The Seven Stages of Money Maturity® Workshop will help you better understand clients’ psychological and ethical relationships with money. Seven remarkable ways of approaching every possible money dilemma will help you lead clients through a financial planning process that integrates economic concerns with personal visions. Please click here (PDF) for further details and click here to register.
Regular Workshop Fee: $1295, Garrett Member Discounted Fee: $895, Early Bird Special till June 15th: $695 Note: When registering be sure to check the Garrett box under the “Association Membership” bar to get your discounts. 16.0 hours NAPFA CE credit, 9.0 hours CFP® certification CE credit, 8.0 hours Personal Development CPE credit and 8.0 hours Communications CPE credit |
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Member Advisory Board Meeting |
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Thursday, August 6, 2009 1:00 pm – 4:00 pm Brushcreek MAB representatives will have their annual, in-person board meeting. |
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MoneyGuidePro Advanced User Group Workshop |
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Thursday, August 6, 2009 1:00 pm – 4:00 pm Seville No charge to Garrett members for this workshops.
3.5 hours NAPFA CE credit, 3.5 hours Computer Science CPE credit |
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Money Tree Advanced User Group Workshop |
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Thursday, August 6, 2009 1:00 pm – 4:00 pm Plaza No charge to Garrett members for this workshops.
3.5 hours NAPFA CE credit, 3.5 hours Computer Science CPE credit |
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