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 Masters Webinar
Wed, Sep 24
|Webinar
Looking to elevate your Leap knowledge to the next level? Then our Masters Webinar series is for you!
Time & Location
Sep 24, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
Come join us as you hear from some of the most experienced Leap professionals in the community as we dive into topics that are sure to be of interest and help you meet your goals.
What you can expect from this webinar series:
• Practice Management ideas
• Advanced case studies
• Utilization of calculators and client conversations
• Marketing your practice