Classes
Elevate - Financial Planning Strategies

Elevate - Financial Planning Strategies

May 16
May 16
1:00 pm
2:00 pm
(EST)
Learn:
Learn the keys to successfully putting together a plan for customers that gets their buy-in and consistent results.
Audience:
Event Overview:
Registered Representatives ONLY
Recommendation:
Create a list of top prospects to meet with after the call. If you have a challenging upcoming case, come prepared to share in the Q&A portion of this meeting for live case design support.
Instructors:
Hunter
Class Resources
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May 16, 2023 1:00 PM
May 16, 2023 2:00 PM
America/New_York
Registered Representatives ONLY
https://us02web.zoom.us/j/84516157895
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