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
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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
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Jack Heerink
Trophy Club Consulting
