Elevate - Financial Planning 101
Learn:
Learn the keys to a successfully putting together a plan for customers that gets their buy in and
consistent results
Audience:
Event Overview:
Registered Agents and Team Members
Recommendation:
Prior to the course create a list of top prospects to meet with after you get the tools to execute
the planning conversation.
Instructors:
Hunter
Class Resources
Purchase Tickets
Register
You have successfully registered! The Zoom meeting link has been sent to your email.
Add to Calendar
.svg){kind=icon}
November 8, 2022 1:00 PM
November 8, 2022 2:00 PM
America/New_York
Registered Agents and Team Members
https://us02web.zoom.us/j/81900818596?pwd=bGdKcGhhYURTNmVMSmJaSDBsTlZDZz09
Trophy Club
ELITE
.svg)
Jack Heerink
Trophy Club Consulting
.svg){kind=small}
