There are no upcoming dates for this event.
“One Day Event”
September 19, 2019
Register Early!
Seating is limited to 125
Tom Mathews office
6475 East Johns Crossing
Johns Creek, GA 30097
Other TFA Bootcamps:
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 – 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
Will this training come to Texas area?
yes. We are looking at Late October or November.
Will a training be offered in Florida in 2019?
Atlanta is going to be the closes for Florida this year.
Do you have to be a Registered Representative in TFA to attend this training? Can someone who is studying for the Series 6 attend this TFA Bootcamp?
Securities licensed or do they have to have their Series 65 Investment Advisor license? I’m asking for 2 of my reps on my team who have Series 6 and 63 only
Can we purchase ticket for spouse who is not Series licensed, TFA affiliated yet?
yes and any other team mates that only have a life license that want to can attend if they purchase a ticket.