Do you feel as if getting your clients to take action is as challenging as pushing a rope? This is often a result of miscommunication and simply not understanding what you are trying to do for them. If what you thought to be true about wealth turned out not to be... When would your clients want to know? Even more importantly, when would they want to do something about it? NOW, of course.

The Circle of Wealth® system provides simple illustrations that will engage your clients by communicating solutions in "their" language. The system gives you the ability to quickly show the effects of "transferred money" and the "opportunity costs" associated with those lost dollars. It then allows you to navigate through a range of discussions including (but not limited to): taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process.

Webinar Agenda: 45 minute audio/visual presentation followed by Q/A session.(1 hr. total)

• Experience Our Simple 10 Step Planning Process
• See A Live Demonstration Of The Circle of Wealth® Core Modules
• Learn How Easy The System Is To Navigate
• Learn About Our Extensive CE & CFP Certified Training Programs
  

Webinar Format: Live Screen Sharing over the web + audio conference via telephone.

Attendance Requirements: All attendees must register to receive connection and conference instructions prior to the scheduled event. Click the button below for a listing of upcoming events and times.