Spending Game Lab





Hands-on Course to Learn the 2020 NextGen Spending Game

January 30, 2020 PORTLAND Hyatt Place PDX 9750 NE Cascades Parkway, Portland, OR 97220 9 am to 5 pm  

February 5, 2020 ATLANTA Eagle's Landing Country Club, 100 Eagle's Landing Way, Stockbridge, GA 30281 9 am to 5 pm  

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

 Receive 1 on 1 coaching from Mark: learn what to say and show your clients

You will also learn:

  • How to create client cases: - Accounts - Cash-flows - Visualizations 
  • How to communicate: - Key assumptions - Cash-flow forecast - Personal Economic Model®  
  • How to create and communicate alternative scenarios

What to Expect

  • This lab is geared towards 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 five (5) full practice scenarios: >EZ Accumulator >EZ Marrierd Accumulators >Moderate Accumulator >Advanced Retiree >Advanced Annual Review - Retiree 
  • Scenarios will be handed out and members will be given 30 minutes to complete 
  • Mark will review each scenario with the group 
  • Day of training will be challenging and fun 
  • Includes early access to the 2020 Release of NextGen Spending Game  

Your Investment: $500 per person

January 30th - PDX