Certificate in Next Chapter Personal Planning™ + First Movers Membership

Includes:

☑️ Certificate Program Tuition (1 year access) $1,297
Five live online sessions
May 28 to June 25 - 12 to 1:30 PM ET
Ninety minutes each

☑️ First Movers Membership (1 year) $300 
Access to personal planning frameworks, client ready resources, and tools you can use in your practice.

☑️ Total 2026 Investment $1,597 

☑️ Eligible for 9 CE credits 
CFP Board
Exit Planning Institute

Membership renewal
Renews annually at $300 based on registration date.
You will receive a reminder before renewal.

Billing Notes:

New clients will be prompted to create a password to access the Class Hub at checkout.

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