Breakthrough Conversations Beyond the Numbers:
How to Strengthen Your Business Using A Rich Client Interview Process

The early bird discount may not be combined with any other discount or package price.

    SELECT YOUR DATE
    October 8,Denver, CO *before FPA convention
    $395* Early Bird Special ($495 Standard Tuition) *Must register 30 days prior to event
    November 2, Boston, MA *before NAPFA Connections 2010 Regional Pre-Conference Event
    $395* Early Bird Special ($495 Standard Tuition) *Must register 30 days prior to event
    CONTACT INFORMATION

    First Name:

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    Approving Manager
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    SPECIAL INSTRUCTIONS
    Notes:
    ASSOCIATION MEMBERSHIPS
    NAPFA member



    Garrett member
    CFP® ID # ( for reporting CEU credits) FPA chapter affiliation
    Other Associations

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Cancellation Policy:

    • There will be a $35 processing fee for all cancellations.
    • All requests for refunds must be made in writing.
    • 1-Day and 2-Day Workshops: requests postmarked 30 or more days in advance of the two-day workshop selected will be granted. No refund less than 30 days prior to the first day of training but your fee can be applied towards a future program.
    • 4-Day, 5-Day and 6-Day Trainings: Refund will be 70% of the total fee for cancellation requests postmarked more than 60 but less than 90 days prior to the first day of the training; it will be 40% of the total fee for cancellation requests postmarked more than 30 but less than 59 days prior to the first day of training. No refund less than 30 days prior to the first day of training but your fee can be applied towards a future program.
    • Mentorship: Full refund for the Mentorship must be postmarked prior to the first teleconference call.

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