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Join us at
Planner’s Pathway
Bridge the gap between what you know and how you deliver it.
Expand your practice with a consistent, repeatable approach to comprehensive financial planning.
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Why Should I Attend?

Financial planning has evolved. Today’s clients expect more than investment recommendations, they expect their advisor to confidently guide every aspect of their financial life.

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The challenge isn’t about learning more concepts. It’s about turning what you already know into a consistent process clients understand and value.​​

 

Planner's Pathway helps you build that structured, client-ready framework so you can deliver meaningful conversations every time.

Who’s This For?

  • Advisors with 5+ years of experience

  • Those who know the concepts but want a clear framework to apply them

  • Practice owners who want a scalable, repeatable process their team can follow

Agenda Overview
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WEDNESDAY

  • Arrival

  • Opening Session on the Planning Framework

    • Overview and Introduction to the Goals Process

  • Reception & Dinner

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THURSDAY

  • Full Day Workshop

    • A Structured “10 Step” First Meeting - Continued

    • 5 Segment Client Meetings

  • Boat Cruise & Dinner

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FRIDAY

  • Wrap-Up

    • Asking for a Financial Planning Fee (Fee or Free)

  • Depart

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September 23-25 / Core Income Advisors Office

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November 18-20 / Core Income Advisors Office

Core Income Advisors Office: 5940 Golden Hills Drive Minneapolis, MN 55416

Frequently Asked Questions

Learn More About Evolve

Advisors with advanced expertise across all five segments of financial planning attract and keep wealthier clients. Core Evolve is the program that gets you there.

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The Advanced Planning Educational Group (APEG) brings together a team of experts dedicated to one thing: giving comprehensive financial planners the unbiased education and practical resources they need to grow, delivered however they learn best.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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