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In-Person & Virtual Advisor Events
Willow is pleased to offer an array of comprehensive advisor training and event services for continuing education (CE) credits for CFP®, CIMA®, CIMC®, RMA®, and CPWA®
Willow CE seminars are designed to:
Help advisors learn how to grow trusted relationships with tomorrow’s investors
Better support clients navigating life journeys and transitions.
Training Programs
Empowering Women Investors
Engaging NextGen Investors
Supporting the growth of Women Entrepreneurs
Helping Clients Navigate Divorce
Supporting Widowed Clients
Engaging LGBTQ+ Investors
Empowering Latino, Black and/or Asian Investors
A program customized to your audience’s needs
Individual event prices start at $2,500. Click here for a full list of event topics.
Growth
Content/Events
Willow Partner Advisors, LLC (“Willow”) is not affiliated with any third-party Advisers and neither Willow nor any of its representatives are authorized to provide investment advice on behalf of a Willow or to act for or bind as an Adviser. Each matched Adviser has entered into an agreement with Willow under which the Adviser pays Willow a combination of fees. The fees paid by the Advisers to Willow are paid irrespective of whether you become a client of an Adviser and are not passed along to you. However, the presence of these arrangements may affect an Adviser’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Willow through the Willow platform. Please ask your Adviser for more information about their fees.
Neither Willow nor its affiliates are engaged in providing investment advice. Willow does not receive, control, access, or monitor client funds, accounts, or portfolios. Willow does not warrant any services of any Adviser and makes no claim or promise of any result or success of retaining an Adviser. Your use of the Willow platform, including the decision to retain the services of any Adviser, is at your sole discretion and risk. Any services rendered by an Advisers you contact are solely that of the Adviser. Willow and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.