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.
Leap Academy, West Palm Beach, FL
Mon, Mar 02
|Hilton West Palm Beach, FL
Leap Academy 2026 with Special Guest Bob Castiglione Early-bird registration is now open! Register by September 1st to save $300 off general admission pricing!
Time & Location
Mar 02, 2026, 1:00 PM EST – Mar 04, 2026, 12:00 PM EST
Hilton West Palm Beach, FL, 600 Okeechobee Blvd, West Palm Beach, FL 33401, USA
About the event
Whether you’re a longtime Leap user or just beginning to explore the system, Leap Academy brings together the philosophy, process, and software in an immersive three-day event.
You’ll walk away with new strategies and ideas to share with your clients, powerful peer connections, and a fresh view on how to help your clients reach their maximum financial potential.
You won't want to miss out on three days of powerful conversations from industry experts around the country, all designed to help you get even more out of your Leap process.
What's Included
Tuition includes the three-day training session, as well as breakfast and lunch each day.