Study Group 2022 Calendar
All Partners Welcome
Click here to Download the Invitation
(Please Note Meeting Topic Subject to Change)
January 20th
Insurance and CFM
February 17th
The Client Experience
March 17th
Getting Referrals to the Next Generation
April 21st
Using CFM for a Soloprenuer
May 19th
CFM and Retirement Income Planning
June 16th
Marketing with CFM
July 21st
Getting Started with CFM
August 18th
What's New? Software Updates and more
October 20th
CFM Tips and Tricks
November 15th
Best Practices for Implementation
December 15th
Great Idea! Ideas Shared from the CFM Community
Click here to Download the Invitation
Guardian New - Org
Invitation Only - Contact Jennifer Sauter for details
(Please Note Meeting Topic Subject to Change)
January 5th
CFM & Insurance
February 2nd
The Client Experience - Part 1 Warm Leads
March 2nd
The Client Experience - Part 2 Cold Leads
April 6th
LBS & CFM two great systems that work great together
May 4th
CFM & Retirement Income Planning
June 1st
Getting Started with CFM
July 6th
Case Study - Edward and Samantha Jackson
August 3rd
CFM as a Lead Generation Source
September 7th
CFM During Underwriting
October 5th
The Net Income Page- Let’s talk about taxes
November 2nd
Best Practices for Implementation
December 7th
How to Read and Compare Maps
Established-Guardian
Invitation Only - Contact Jennifer Sauter for details
January 7th
Using CFM with Businesses
February 4th
Using CFM in Joint Work
March 4th
Something New for Review
April 1st
Getting Referrals to the next Generation
September 2nd
Keeping Business on the books
October 7th
CFM Tips and Tricks
November 4th
Marketing with CFM
December 2nd
Best Practices for Implementation
Established-Guardian
Invitation Only - Contact Jennifer Sauter for details
January 7th
Using CFM with Businesses
February 4th
Using CFM in Joint Work
March 4th
Something New for Review
April 1st
Getting Referrals to the next Generation
June 3rd
The Client Experience
July 8th
Retirement Income Planning
August 5th
Finding the Money to Fund the Plan
September 2nd
Keeping Business on the books
October 7th
CFM Tips and Tricks
November 4th
Marketing with CFM
December 2nd
Best Practices for Implementation