Willow Events

Our roots are in coaching and training.  Empowerment comes from knowledge.   

At Willow we feel passionately about educating individuals and financial advisors.  We hope you’ll join us for an upcoming event.  

Upcoming Events

Past Events

Financial Wellness Webinar

Planning for Education Expenses – What Every Parent Needs to Know

Are you a parent and thinking about the cost of your child’s future education? It’s never too early or too late to have a plan for your child’s future. This webinar is for parents at any age stage of secondary education planning or college planning.

May 16th, 2024

Advisor Webinar

Helping Clients Plan for Education Expenses

Beyond admissions and acceptances, families must also focus on the financial aspect of education. This webinar will discuss strategies for identifying the right saving plan options for your clients, why education expenses are integral to an overarching financial plan and how to communicate with your clients the benefits of contributing including how much and when.

April 30th, 2024

This recording is only available to Willow advisors.  Learn More

Financial Wellness Webinar

Let’s identify your definition of wealth and unlock your path to achieving your financial and life goals.  It’s time to define what wealth means to you and take proactive steps towards achieving it.

April 25th, 2024

Advisor Webinar

Empowering Women Investors

Supporting women clients is becoming more and more important to advisors.  This webinar covers how to communicate effectively to women clients, strategies for deepening  relationships with women clients and impact that all has on growth and retention.  

March 27th, 2024

This recording is only available to Willow advisors.  Learn More