In-Person & Virtual Advisor Events
Willow is pleased to offer an array of comprehensive advisor training and event services for continuing education (CE) credits for CFP®, CIMA®, CIMC®, RMA®, and CPWA®
Willow CE seminars
are designed to:
- Help advisors learn how to grow trusted relationships with tomorrow’s investors
- Better support clients navigating life journeys and transitions.
$800 annually
*special pricing available for advisors 35 and younger
Training Programs
Empowering Women Investors
Engaging NextGen Investors
Supporting the growth of Women Entrepreneurs
Helping Clients Navigate Divorce
Supporting Widowed Clients
Engaging LGBTQ+ Investors
Empowering Latino, Black and/or Asian Investors
A program customized to your audience’s needs
Individual event prices start at $2,500. Click here for a full list of event topics.