Ian Nairn / June 5, 2023
Welcome To Training
Welcome to the Schooley Mitchell Training and Education site! We know there is a lot to learn when it comes to building your Schooley Mitchell business and our goal is to provide you with the tools and support you need to be knowledgeable and confident.
Announcements
Launch of Schooley Mitchell University
Schooley Mitchell University offers a comprehensive selection of modules, allowing you to explore, review, and register for topics that align with your interests and professional development goals.
Webinars
New CRM Launch
November 2, 2026
Greg Kelly, Isabelle Withers, Ashley MacLeod and Erin Wagler
November 2, 2026 is the launch date of our new CRM! Join us at 11 am EST to attend our launch session live. This webinar will provide an overview of all features and functions of the new CRM, introduces new client terminology and identification used in the expanded pipeline management tools. There will also be a demonstration of how the CRM supports tracking and managing client progress from start to finish.
Register NowFICA General Info (with Q&A)
July 29, 2026
Mitchell Fink, Stacy Brooks
We are excited to let you know that due to the increasing volume in this category will be hosting another webinar on Wednesday, July 29th at 2 pm EST. Mitchell Fink from Champion Health will join us for a question & answer session to review common questions around the IRS opinion letter and provide other general information around FICA.
New Fact Finding Webinar
June 16, 2026
Greg Kelly
Launch of our new fact finding processes
Utilities Refresher Webinar
July 15, 2026
Stacy Brooks. Keesha Stevenson
Join us for a refresher discussion on processes, prospecting, and other topics in the upcoming Utilities Refresher Webinar on Wednesday, July 15th at 2 pm EST. The UMS team will be joining in our presentation so you can bring your questions for them to answer.
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