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Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Thank You for Attending 2024 Leap Academy at The Cosmopolitan of Las Vegas!
We wanted to extend a heartfelt THANK YOU for being a part of Leap Academy! Your participation made the event truly special, and we hope you found it as informative, enlightening, and inspiring as we did.
Please take a moment to check out the highlights from Leap Academy, and we'll see you at out next live event!
2024 Leap Academy Guest Presenters
Court Pitcher
Co-Founder of LegacyLock
Craig Wright
Strategic Financial
Lucian Ioja
ORIS Wealth Designs
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