Conference sessions will be held at West Palm Beach Marriott
Life is change. Be prepared.
If 2020 has taught us anything, it’s that anything can happen. There are no guarantees in life except that it will continue to shift and change. Events outside of our control happen, and they don’t have the courtesy of waiting until there’s a lull in our own lives. We at SMI have been guiding individuals and families through times of personal and global upheaval for 20 years: through the make-or-break moments of their lives and preparing them for the next ones. We have support, resources, and a directory of advisors we trained through our education hub, the Financial Transitionist Institute. We’ve got your back.