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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.
CalCon East is coming to the City of Brotherly Love on August 24th!
CalCon East will be a full-day learning event with Guest Speaker Al Dickens of Strategic Planning Group.
Attendees will learn how and when to use popular Leap calculators and concepts, along with the conversations to have with your clients to help them reach their full financial potential.
Tuition includes the one day training session, breakfast and lunch.
Schedule:
August 24, 2023
8:00 AM - 5:00 PM
CalCon East
Guest Speaker
Al Dickens
Strategic Planning Group
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