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.
Don’t gamble with your future. Use a proven system with guaranteed success.
Join us in Las Vegas for this two-day school that will feature a variety of case studies of multiple client types! Our trainers will look at Present Position models to identify which money moves should be made. The moves will be illustrated in the software using Leap calculators, worksheets, and Design Center. Dive into the philosophy of money moves and learn how to present them to your clients to position them for financial success.
Meet the Trainers
Al Dickens
Craig Wright
Michelle Boyce
Ben Rovee
Event Information
Location
This event will be held at Bally’s Las Vegas. If you would like to book your stay at Bally’s, please call the hotel at 800-358-8777 and reference the Leap event.
Bally's Las Vegas
Tuition
The $1,500 tuition includes the training session, breakfast and lunch, and a cocktail reception on the evening of October 10.
Tentative Schedule (PDT)
October 10: 5:00 PM - 7:00 PM - Evening Cocktail Reception
October 11: 8:00 AM - 5:00 PM
October 12: 8:00 AM - 5:00 PM
Cancellation Policy: Full refunds will be provided until September 29. Beginning September 30, 50% refunds will be provided. If you made hotel accommodations, please contact the hotel directly.
Questions? Email us at support@leapsystems.com.