Spending Game Lab




Hands-on Advanced Learning

September 10, 2019 9am-5pm, Toledo, Ohio Mancy's Italian Grill Conference Facility 

Future Dates & Locations Coming Soon Based On Demand (Submit a Location Request) 

What You Will Learn

How to use Spending Game effectively during your clients meetings & annual reviews

Learn how to create cases and side-by-side comparisons validating your recommendations

 Get 1 on 1 coaching from Mark & Jeff Caputo; learn what to say and show your clients

You will also learn:

  • How to create client cases: - Accounts - Find-It - PEM View 
  • How to communicate: - Key assumptions - Cash-flow forecast - Personal Economic Model®  
  • How to create and communicate alternative scenarios

What to Expect

  • This lab will be targeted to experienced Spending Game members >Members are asked to submit two practice Spending Games prior to the lab >The Spending Games will be reviewed for feedback and to help ensure skill levels 
  • The lab will be based 4 full practice scenarios: >EZ Accumulator >Moderate Accumulator >Advanced Retiree >Advanced Annual Review - Retiree 
  • Scenarios will be handed out and members will be given 30 minutes to complete 
  • Mark and Jeff will then review each scenario with the group 
  • Day of training will be challenging and fun  

Your Investment: $499 per person

Toledo - Sept 10th