“[T]his is a leading edge and transformational course for the next generation of thought leaders and master practitioners.”
Elizabeth Jetton
To Access the Announcement:
Course Materials Coming Soon…
2023 Course Announcement & Materials
Faculty Members
Harold Evensky
Founder, Evensky & Katz / Foldes
Harold R. Evensky | Evensky
Cheryl Holland
Founder, Abacus Planning Group
Cheryl Holland, CFP ® | LinkedIn
Elizabeth Jetton, M.Ed., Financial Life Planning, CFP®
Adjunct Professor, Golden Gate University
Elizabeth Jetton, M.Ed., CFP | LinkedIn
Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®
President, Kahler Financial Group
Rick Kahler, MS, CFP®, CFT-I™, CIFSP, CeFT® | LinkedIn
Ross Levin, CFP®
Founder & Shareholder, Accredited Investors
Ross Levin | LinkedIn
Andrea Millar, RLP®, CFLA, CSA, CPA/PFS
Founder, Andrea Millar Life Planning
Andrea Millar, RLP®, CSA, CFLA, CPA/PFS | LinkedIn
Daniel B. Moisand, CFP®
Dan Moisand | Moisand Fitzgerald Tamayo
Dan Solin
www.DanSolin.com
Knut Rostad, MBA
Founder, President, Institute for the Fiduciary Standard
