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Private 2-Day Basic Training School  


Private Two-Day Basic Training School
June 1-2, 2009 in Denver, CO

During these two days you will learn about the Circle of Wealth® which is a unique philosophy to planning and a powerful software system. We will show you how to illustrate powerful solutions in a way that will engage and inspire your clients to "want" to do business with you. 

COST:
$500 (This is a savings of $250 off the current $750 rate for this training)
This special rate is only available to Barb Frank's SF Agents for this training, to receive this rate you must call us at (321) 369-9470  Option 1.

DATE & TIMES:
Monday, June 1, 2009, 9:00 am till 5:00 pm
Tuesday, June 2, 2009, 9:00 am till 3:00 pm

LOCATION:
Heartland Bank - Conference Room
100 Garfield St # 100, Denver, CO 80206
Phone: (303) 984-4100
www.heartland-bank.com

NEARBY ACCOMMODATIONS:
JW Marriott Denver at Cherry Creek,
Phone:(303) 316-2700
               or
The Inn at Cherry Creek
Phone: (303) 377-8577

DRESS:
Business Casual

UNDERSTAND AND AGREE TO THE FOLLOWING:

  • Lunch will be provided. both days.
  • Other meals, accommodation, and travel expenses are your responsibility.
  • Dress is business casual only.
  • Laptop with software is suggested but not required.
  • You will be on time and stay for the entire two days.

Important Information:


CE / CFP Information:
You must complete the CE enrollment / payment form and fax to our office 15 DAYS prior to the class date. Depending on individual State Regulations Credits may not be issued if enrollment form is not received AT LEAST 15 DAYS prior to the class. For details on how to enroll CLICK HERE.

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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