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Why You Should Attend

The Benefits of Attending the Best Practices Workshop:

Access turn-key systems to develop a successful wealth transfer planning practice quickly and efficiently.

Increase your income even as commission rates continue to fall.

Capitalize on opportunities in wealth transfer planning — the greatest growth area in the U.S. economy for the next 20 years.

Focus on your unique talents by delegating technical work to a virtual back office and advanced sales department.

Learn to present the appropriate sample plans to show your prospects and clients how they can benefit more fully from your planning advice.

See how successful advisers overcome compliance obstacles when charging value-based, sequential, and bundled fees.

Access resources needed to generate more referrals from CPAs, bank trust officers, attorneys, charitable development officers, and other referral sources.

Learn from success stories of former insurance agents, attorneys, and stockbrokers who have repositioned themselves as successful wealth counselors.

Earn continuing education credits.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.