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Sudden Wealth Learning Webinar | August 18, 2020

Collaborative Learning Webinar – Sudden Wealth This is a webinar supported by CFLCW This session is designed to help the advisor evaluate the legal and tax considerations when inheriting a large sum of money, identify financial planning opportunities and challenges for clients experiencing sudden wealth, and gain an understanding of the tools available when planning for clients that have multiple priorities. Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, […]

Building Blocks Postponed

The CFLCW Training Committee will conduct a basic Intro to Collaborative session online during late August, on a date workable for the trainers and those registered for the training. This will be a 2-3 hour overview of collaborative practices and the roles of the various professionals in the process. Attendance at this intro session would allow for conditional membership in CFLCW for the practitioners, and would satisfy the requirement for seeking affiliate membership. The practitioner attendees would then attend the full Building Blocks training in […]