There are no upcoming dates for this event.
“One Day Event”
October 15, 2019
Register Early!
Seating is limited to 100
Franklin Templeton Building
One Franklin Parkway
San Mateo, CA 94403
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 16, 2019
You must pay when you register to save your spot!
*** NO REFUNDS – For any reason **
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