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.

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.

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