Corgenius

Amy Introduces the Master Class

Attendees of Amy's training frequently give glowing feedback but also tell us, "I wish the session was longer!" Enter the Corgenius Master Class.

This unique experience is for those professionals who get it, who understand the transformative value of Corgenius training, and who want to become proficient at these skills.

Through lecture, written exercises, role play, and discussion, you will learn to effectively integrate Corgenius practices and protocols in your practice. You’ll come away prepared to walk your clients through the toughest times of life and distinguish yourself from other advisors who don't know what you know. 

The result? You retain clients for life and significantly increase referrals.

Our Most Comprehensive Training

  • How many client funerals did you attend in the last year?
  • How many clients were divorced?  Did they retire? 
  • How many were affected by dementia? 


When clients are affected by tragedy, illness, or life-changing transitions, you know how to handle the money. But clients want more. They want an advisor with the depth, knowledge, and skill to support them in non-financial ways as well. And if they don’t get it from you, they will find someone else to work with. Corgenius training fills this gap, ensuring deep connections and lifelong clients.

Spring 2023 Class

May 3-5 , 2023
Rosemont, IL
$1,595 per person

Discounts available for multiple attendees from the same company.


Registration Cost Includes:

- A set of all four Corgenius books and guides
- A comprehensive class workbook
- Support materials to use in the office

"Every topic was important to me and the deep discussions will help immensely with our practice.” 

  -  Gail Andrews, Custom Financial Design

“Worth the time and money. I took away many ideas on how to incorporate what I learned into my business.”
  -  Jane Yoo, Jane Financial, LLC

“Excellent on all levels. Amy enables us to be better advisors, and simply better human beings.”
  -  Molly Thomas,  Abacus Planning


Join Us!

Workshop Details
Register
Workshop Details
 Earn CEU 18 Continuing Education Credits for CFP Board, Investments & Wealth Institute, American College, and College for Financial Planning
7 credits for Institute for Divorce Financial Analysts
 Time (CST)1 pm - 5 pm on Wednesday
8 am - 5 pm on Thursday
8 am - 3 pm on Friday
 Location
DoubleTree Hotel, O'Hare (Rosemont, IL)
Free airport shuttle from O'Hare.
Discount block hotel reservations available.
 Discount  Enjoy a 10% discount when you register 2 people from the same company, and a 15% discount for 3 or more.
Register

This Class is Perfect for You If:

  • You have clients going through illness, death, divorce, job loss, market collapse, or major transition, and you want to serve them in ways most advisors don't.
  •  Your stomach churns and you feel awkward at visitations, funerals, or post-death appointments, when greeting a terminally ill person.
  •  You need to know how to emotionally attend to a divorcing spouse differently than a widowed spouse.
  •  Your clients are aging and you want to make sure you are comprehensively protecting your firm and your client before there is a problem. 
  •  You have questions about diminishing capacity, what to watch for, the diseases that cause dementia, or what to do when you suspect something is wrong.
  • You are concerned about the levels of fraud, scams, and financial exploitation that your clients may be susceptible to. 
  • Your clients are touched by suicide and you need to know how to support them. 
  • You think you do a better than average job comforting clients in transition, but you'd like to take your skills up a notch.
  • You attended a one- or two-hour Corgenius session at a conference or event and wished you had more time.
  • You want to do things that are good for your clients and also happen to be very good for client retention and referrals.
  •  You have the courage and tenacity to face topics that others avoid in order to grow both personally and professionally.