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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.
Early-Bird Registration $999 (Save $300!) is now OPEN for #LeapAcademy2026!
🎤 Guest speaker: Leap founder Bob Castiglione
🎟️ Early-bird price: $999 (Save $300!)
📍 Hilton West Palm Beach
Leap Academy 2026 is headed to West Palm Beach and it’s shaping up to be our biggest event yet. Don’t miss your chance to receive early-bird pricing and save $300 off your registration!
Seats are limited. Register now → https://ow.ly/glPF50Ww0VA
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