EVENT DETAILS

Become knowledgeable in estate and legacy planning and grow…

  • Date: Friday May 23rd, 2025

  • Time: 1PM-2:00 PM Eastern Time

  • Place: Zoom

What You Will Learn:

    • How to use Legacy Planning as a NEW way in the door with the oversaturated affluent Baby-Boomer market. Become a prominent leader and differentiate yourself.

    • ​How to use Legacy Planning to triple your referrals!

    • ​How to use Legacy Planning to Insure your practice against the next real estate market downturn, and against attrition.

    • ​How to Grow your Revenue by obtaining and helping More Clients and Making More Sales using new legacy planning shareable content and programs.

    • ​Serve Higher-Level mor wealthier clients, at a higher level, by using Legacy Planning tools to Enhance your Skill, Competence & Professionalism.

    • ​Use Legacy Planning programs to Make a Powerful, Positive Impact in the lives of your client families.