Scheduling and Contracting

Congratulations! When you book Melissa to present Updated Ethics, you and your attendees are in for a real treat! Here's how you get started:


First:

Check Availability

View Ethics Presentation Future Time Blocks via Calendly: click here

or: 

email:Marie@PremiumOrganization.com
cc: ExecutiveDirector@PremiumOrganization.com


Then:

Submit Booking Form

See menus below for appropriate form.
Download, complete, and submit as directed.




CFP ETHICS Booking Forms


FPA Chapter | VIRTUAL Course

FPA Chapter | IN PERSON Course

Other Organizations | VIRTUAL Course

Other Organizations | IN PERSON Course



 

INSURANCE ETHICS Booking Forms


Insurance Ethics | VIRTUAL Course

Insurance Ethics | IN PERSON Course

4 hour, interactive course

4H Ethics CE available when approved in advance by relevant state authority. Currently approved in AZ & MN.


                    

 CFP ETHICS

PRICING INFO, including course fees and travel cost specifics, click here.


 INSURANCE ETHICS

PRICING INFO, including course fees and travel cost specifics, click here.


 

 Travel Info for IN PERSON Courses


Melissa's team will research the most cost effective, direct route for travel, with a strong preference for Southwest Airlines (always fully refundable, generally reasonable fares with few added charges). She does book the early-bird check in option to ensure that her carry on items stay safe at her side - this includes the laptop and presentation equipment used to professionally deliver your program. 

In general, locations in the West Coast or Mountain/Central time zones require less travel time, and the potential exists for same day fly-in/fly-out.

For locations outside the Mountain Standard Time Zone (where Melissa is based) a Travel Time Offset fee will be assessed in the amount of $150 for each time zone crossed.

If overnight accommodations are required, the contracting organization will be invoiced for those costs. Other compensable charges include local travel (taxi, Uber, etc.), meals and incidentals that may be required to effectively deliver your course.

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed


C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261


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