CLEAR PATH
Learning Portal
ClearPath is more than a learning portal—it’s a sanctuary for reinvention. Whether you’re an entrepreneur navigating profound grief or a financial advisor preparing for the next chapter of your career, this is your space to grow with clarity, confidence, and compassion. Every resource is rooted in real-life experience, created to meet you where you are—and help you move forward with intention.
The Grieving CEO: The Weight & the Work of Showing Up After Loss - For entrepreneurs who have lost a loved one, this course offers a gentle path to heal while honoring your business, your vision, and yourself. There’s no pressure here—just space to breathe, reflect, and rebuild.
The Repapering Strategist: Build a Career in Transition Consulting - For financial professionals stepping into independence, our transition consulting course walks you through the critical steps of repapering, client retention, and launching your RIA with strategic precision and support.
Presented by Tamara Williams,
Founder of Williams Consulting
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In this webinar we will cover
