75% Of Retirees Change Financial Advisors Upon Retirement!
Are You Ready For The Boom?
The multi-trillion dollar Baby Boomer market that Is. "How Do I Spend My Accumulated Assets During Retirement?" If you do not have a clear defined plan to answer this question, then you may be on the wrong side of the 75 percent. Our industry is changing, are you prepared to meet what will be required to survive in the future? For years MoneyTrax has offered the only tool that we know of in the industry that can clearly answers this question. Join us for this vital training class on how to use Spending Game and how to make money with it.
Class Description:
The Spending Game is the heart of the Circle of Wealth® system. This must have resource will allow you to quickly test your strategies, prove winning concepts, and illustrate the information for your clients like never before. With the new 2008 “Find-It” feature in Spending Game you will be amazed at how easy it is for you to determine the necessary withdrawals from the assets available and illustrate the strategies that will allow for the most efficient distribution.
Don Blanton will begin with basic usage for first time users and highlight the new features in our completely redesigned 2008 version. Don will personally walk you through several case studies that will show you how to apply this powerful module.
Training Dates / Locations: (Click Date For Class Details)
- Future Training Dates To Be Announced
Travel:
You are responsible for your own travel, accommodations and transportation.
Understand and Agree To The Following:
- Meals during class times and refreshments will be provided.
- Other meals, accommodation, and travel expenses are your responsibility.
- Dress is business casual only.
- Laptop with software is strongly suggested.
CANCELLATION/NO-SHOW Policy: Due to the per-person costs associated with hosting a training event, we must enforce the following refund policy for this event: Cash refunds are not available. Credit will be given which can be used for a different training or any other MoneyTrax product or service. Cancellation within 7 days of the event incurs a $100 service fee.
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