“One Day Event”

September 9, 2019                                                  

                                                Register Early!

 Seating is limited to 300                                                                                                   

 

Larry H. Millier Entrepreneurial Center

9750 South 300 West

Sandy, UT 84070

Other TFA Bootcamps:

 Johns Creek, GA.   September 19, 2019  

 Newport Beach CA, September 24, 2019

Newport Beach CA, September 25, 2019

San Mateo CA, October 15, 2019

San Mateo CA, October 16, 2019

 

You must pay when you register to save your spot!      *** NO REFUNDS **

Learn how to Become a Financial Professional for the 21st Century!

You will receive the Financial Literacy Guide and the approved 1st presentation folder

Here are a few of the highlights  from the manual:

Why Advisory Services – How residual recurring income can help you build your team and assets.

The Power of Putting A Financial Plan Together (first and second presentation, data gathering, risk scale).

Investment and Insurance Products and Vehicles.

Tax Code Basics.

Retirement Options, ie., 401(k), 403(b), IRA, Roth IRA.

Scripts (making contacts, getting referral’s) – Basics in sales training.

Building Your Team and Your Assets.

Lunch will be provided.

There will be NO CE credit.

Call Bob with any questions at:  (801) 568-0614